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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 | $10,549 | $102,595-89.7% | $94,057-88.8% | $154,746-93.2% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 17.09% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,635 | $5,118-29.0% | $4,709-22.8% | $6,730-46.0% |
| Admin fee / account holder | $46 | $7,736-99.4% | $7,244-99.4% | $14,365-99.7% |