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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 | $109,967-94.2% | $97,197-93.4% | $145,877-95.6% |
| Participation rate | 76.5% | 76.0%+0.5pp | 72.7%+3.8pp | 80.3%-3.8pp |
| Annual return | 15.60% | 244.27%-228.7pp | 75.47%-59.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,147 | $4,676-54.1% | $4,263-49.6% | $6,691-67.9% |
| Admin fee / account holder | $83 | $6,199-98.7% | $5,637-98.5% | $13,402-99.4% |