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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 | $7,332 | $67,823-89.2% | $52,425-86.0% | $137,256-94.7% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 21.09% | 219.11%-198.0pp | 302.12%-281.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,872 | $2,288-18.2% | $1,790+4.6% | $6,407-70.8% |
| Admin fee / account holder | $257 | $2,844-90.9% | $2,495-89.7% | $12,270-97.9% |