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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 | $33,591 | $166,268-79.8% | $165,100-79.7% | $145,897-77.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.81% | 100.52%-83.7pp | 70.21%-53.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,475 | $6,964+36.0% | $6,035+57.0% | $6,689+41.6% |
| Admin fee / account holder | $187 | $16,659-98.9% | $12,696-98.5% | $13,390-98.6% |