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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 | $7,131 | $70,366-89.9% | $66,674-89.3% | $138,895-94.9% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 20.38% | 386.41%-366.0pp | 321.24%-300.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,975 | $4,374-32.0% | $4,084-27.2% | $6,396-53.5% |
| Admin fee / account holder | $136 | $5,262-97.4% | $5,098-97.3% | $12,562-98.9% |