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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 | $28,786 | $104,924-72.6% | $84,623-66.0% | $152,885-81.2% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 21.48% | 373.82%-352.3pp | 258.77%-237.3pp | 345.39%-323.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,558 | $4,689-24.1% | $3,899-8.8% | $5,851-39.2% |
| Admin fee / account holder | $235 | $6,242-96.2% | $4,913-95.2% | $11,598-98.0% |