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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 | $9,994 | $125,778-92.1% | $114,563-91.3% | $154,746-93.5% |
| Participation rate | 78.9% | 75.2%+3.8pp | 72.9%+6.0pp | 80.7%-1.8pp |
| Annual return | 23.38% | 295.14%-271.8pp | 241.09%-217.7pp | 172.34%-149.0pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,224 | $4,445-50.0% | $4,142-46.3% | $6,730-67.0% |
| Admin fee / account holder | $199 | $8,190-97.6% | $7,623-97.4% | $14,365-98.6% |