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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 | $53,741 | $90,607-40.7% | $79,467-32.4% | $135,380-60.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 26.19% | 977.74%-951.5pp | 718.30%-692.1pp | 519.81%-493.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,963 | $4,050-26.9% | $3,704-20.0% | $5,609-47.2% |
| Admin fee / account holder | $165 | $5,895-97.2% | $5,104-96.8% | $10,828-98.5% |