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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 | $13,867 | $70,121-80.2% | $63,803-78.3% | $138,895-90.0% |
| Participation rate | 75.0% | 77.2%-2.2pp | 72.7%+2.3pp | 79.9%-4.9pp |
| Annual return | 24.72% | 946.48%-921.8pp | 543.72%-519.0pp | 145.39%-120.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,730 | $4,535-39.8% | $3,843-29.0% | $6,396-57.3% |
| Admin fee / account holder | $33 | $6,738-99.5% | $5,196-99.4% | $12,562-99.7% |