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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 | $29,100 | $157,296-81.5% | $141,191-79.4% | $152,897-81.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.31% | 64.34%-35.0pp | 71.41%-42.1pp | 345.43%-316.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,552 | $7,111+76.5% | $6,710+87.1% | $5,851+114.5% |
| Admin fee / account holder | $16 | $12,125-99.9% | $10,264-99.8% | $11,599-99.9% |