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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 | $79,808 | $109,904-27.4% | $97,167-17.9% | $145,959-45.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.62% | 243.43%-226.8pp | 75.27%-58.6pp | 561.95%-545.3pp |
| Employer contribution / active EE | $960 | $3,084-68.9% | $2,729-64.8% | $4,661-79.4% |
| Participant deferral / active EE | $960 | $4,676-79.5% | $4,264-77.5% | $6,689-85.6% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |