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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 | $15,514 | $102,595-84.9% | $94,057-83.5% | $154,746-90.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 22.79% | 583.42%-560.6pp | 480.62%-457.8pp | 172.34%-149.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,717 | $5,118+50.8% | $4,709+63.9% | $6,730+14.7% |
| Admin fee / account holder | $83 | $7,736-98.9% | $7,244-98.9% | $14,365-99.4% |