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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 | $32,326 | $112,121-71.2% | $95,960-66.3% | $158,966-79.7% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 17.22% | 171.16%-153.9pp | 91.63%-74.4pp | 302.95%-285.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,639 | $4,784+38.8% | $4,167+59.3% | $5,983+11.0% |
| Admin fee / account holder | $110 | $10,135-98.9% | $6,797-98.4% | $11,250-99.0% |