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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 | $46,413 | $107,368-56.8% | $92,915-50.0% | $152,909-69.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 35.21% | 145.64%-110.4pp | 109.45%-74.2pp | 345.46%-310.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,231 | $4,848-33.4% | $4,238-23.8% | $5,851-44.8% |
| Admin fee / account holder | $181 | $7,082-97.4% | $5,796-96.9% | $11,601-98.4% |