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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 | $6,394 | $110,093-94.2% | $97,295-93.4% | $145,897-95.6% |
| Participation rate | 76.5% | 75.9%+0.6pp | 72.7%+3.8pp | 80.3%-3.8pp |
| Annual return | 15.60% | 244.76%-229.2pp | 75.62%-60.0pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,147 | $4,678-54.1% | $4,264-49.6% | $6,689-67.9% |
| Admin fee / account holder | $83 | $6,212-98.7% | $5,646-98.5% | $13,390-99.4% |