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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 | $15,843 | $152,597-89.6% | $117,533-86.5% | $134,532-88.2% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,220 | $5,576-6.4% | $4,179+24.9% | $4,741+10.1% |
| Participant deferral / active EE | $8,368 | $4,821+73.6% | $4,072+105.5% | $6,401+30.7% |
| Admin fee / account holder | $49 | $7,007-99.3% | $5,647-99.1% | $11,429-99.6% |