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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 | $31,425 | $111,535-71.8% | $105,223-70.1% | $137,256-77.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 17.47% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,177 | $5,500-42.2% | $5,072-37.4% | $6,407-50.4% |
| Admin fee / account holder | $28 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |