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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 | $25,875 | $166,268-84.4% | $165,100-84.3% | $145,897-82.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 18.25% | 100.52%-82.3pp | 70.21%-52.0pp | 552.29%-534.0pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,872 | $6,964+13.0% | $6,035+30.4% | $6,689+17.7% |
| Admin fee / account holder | $104 | $16,659-99.4% | $12,696-99.2% | $13,390-99.2% |