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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 | $26,982 | $70,366-61.7% | $66,674-59.5% | $138,895-80.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 36.96% | 386.41%-349.5pp | 321.24%-284.3pp | 145.39%-108.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,156 | $4,374+86.5% | $4,084+99.7% | $6,396+27.5% |
| Admin fee / account holder | $4 | $5,262-99.9% | $5,098-99.9% | $12,562-100.0% |