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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 | $79,113 | $112,121-29.4% | $95,960-17.6% | $158,966-50.2% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 15.21% | 171.16%-155.9pp | 91.63%-76.4pp | 302.95%-287.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,394 | $4,784-50.0% | $4,167-42.5% | $5,983-60.0% |
| Admin fee / account holder | $175 | $10,135-98.3% | $6,797-97.4% | $11,250-98.4% |