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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 | $29,262 | $165,361-82.3% | $149,715-80.5% | $158,950-81.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.02% | 348.24%-325.2pp | 276.66%-253.6pp | 302.91%-279.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,123 | $7,182+13.1% | $6,842+18.7% | $5,983+35.8% |
| Admin fee / account holder | $95 | $10,808-99.1% | $9,310-99.0% | $11,248-99.2% |