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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 | $9,394 | $111,535-91.6% | $105,223-91.1% | $137,256-93.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.55% | 237.85%-211.3pp | 180.65%-154.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,553 | $5,500-35.4% | $5,072-29.9% | $6,407-44.5% |
| Admin fee / account holder | $279 | $9,721-97.1% | $8,859-96.9% | $12,270-97.7% |