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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 | $26,597 | $157,304-83.1% | $141,197-81.2% | $152,909-82.6% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 26.64% | 64.34%-37.7pp | 71.41%-44.8pp | 345.46%-318.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,786 | $7,111-60.8% | $6,710-58.5% | $5,851-52.4% |
| Admin fee / account holder | $121 | $12,126-99.0% | $10,265-98.8% | $11,601-99.0% |