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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 | $22,174 | $160,040-86.1% | $147,096-84.9% | $145,877-84.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 39.44% | 98.49%-59.1pp | 419.75%-380.3pp | 551.28%-511.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,780 | $8,429+75.4% | $8,071+83.1% | $6,691+120.9% |
| Admin fee / account holder | $81 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |