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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 | $18,243 | $180,749-89.9% | $160,784-88.7% | $137,256-86.7% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 20.34% | 2234.46%-2214.1pp | 1803.92%-1783.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,914 | $6,844-42.8% | $6,293-37.8% | $6,407-38.9% |
| Admin fee / account holder | $63 | $10,397-99.4% | $9,717-99.4% | $12,270-99.5% |