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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 | $39,396 | $70,366-44.0% | $66,674-40.9% | $138,895-71.6% |
| Participation rate | 78.3% | 76.2%+2.1pp | 73.7%+4.6pp | 79.9%-1.7pp |
| Annual return | 15.23% | 386.41%-371.2pp | 321.24%-306.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,434 | $4,374-44.3% | $4,084-40.4% | $6,396-61.9% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |