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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 | $19,582 | $107,368-81.8% | $92,915-78.9% | $152,909-87.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 30.24% | 145.64%-115.4pp | 109.45%-79.2pp | 345.46%-315.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,058 | $4,848+45.6% | $4,238+66.5% | $5,851+20.6% |
| Admin fee / account holder | $93 | $7,082-98.7% | $5,796-98.4% | $11,601-99.2% |