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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 | $19,928 | $111,535-82.1% | $105,223-81.1% | $137,256-85.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 22.11% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,997 | $5,500-9.1% | $5,072-1.5% | $6,407-22.0% |
| Admin fee / account holder | $28 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |