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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 | $20,793 | $160,028-87.0% | $147,080-85.9% | $145,884-85.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 19.40% | 98.60%-79.2pp | 420.17%-400.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,468 | $8,422-35.1% | $8,066-32.2% | $6,690-18.3% |
| Admin fee / account holder | $55 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |