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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 | $19,101 | $159,934-88.1% | $147,005-87.0% | $145,959-86.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 26.45% | 98.24%-71.8pp | 418.76%-392.3pp | 561.95%-535.5pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,059 | $8,427-51.8% | $8,070-49.7% | $6,689-39.3% |
| Admin fee / account holder | $63 | $15,053-99.6% | $13,006-99.5% | $13,398-99.5% |