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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 | $25,321 | $129,737-80.5% | $119,126-78.7% | $154,746-83.6% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 23.67% | 379.08%-355.4pp | 282.11%-258.4pp | 172.34%-148.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,360 | $5,842-42.5% | $5,318-36.8% | $6,730-50.1% |
| Admin fee / account holder | $92 | $11,961-99.2% | $10,693-99.1% | $14,365-99.4% |