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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 | $41,848 | $115,814-63.9% | $101,275-58.7% | $158,982-73.7% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 9.86% | 56.16%-46.3pp | 46.48%-36.6pp | 302.99%-293.1pp |
| Employer contribution / active EE | $2,500 | $4,176-40.1% | $3,660-31.7% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |