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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,149 | $154,754-63.1% | $124,206-54.0% | $138,895-58.9% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.6%+10.4pp | 79.9%+0.1pp |
| Annual return | 19.63% | 709.28%-689.6pp | 515.27%-495.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,044 | $4,621-12.5% | $3,968+1.9% | $6,396-36.8% |
| Admin fee / account holder | $222 | $6,690-96.7% | $5,929-96.3% | $12,562-98.2% |