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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 | $5,815 | $102,938-94.4% | $94,105-93.8% | $138,895-95.8% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 24.58% | 250.28%-225.7pp | 204.55%-180.0pp | 145.39%-120.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,592 | $4,196-62.1% | $3,881-59.0% | $6,396-75.1% |
| Admin fee / account holder | $250 | $6,600-96.2% | $6,199-96.0% | $12,562-98.0% |