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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 | $43,947 | $102,595-57.2% | $94,057-53.3% | $154,746-71.6% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 19.66% | 583.42%-563.8pp | 480.62%-461.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,268 | $3,147-59.7% | $2,933-56.8% | $4,379-71.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |