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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 | $28,423 | $115,796-75.5% | $101,264-71.9% | $158,950-82.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.30% | 56.15%-35.8pp | 46.48%-26.2pp | 302.91%-282.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,528 | $4,958-28.8% | $4,370-19.3% | $5,983-41.0% |
| Admin fee / account holder | $9 | $7,247-99.9% | $5,947-99.8% | $11,248-99.9% |