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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 | $9,269 | $154,754-94.0% | $124,206-92.5% | $138,895-93.3% |
| Participation rate | 72.7% | 75.5%-2.7pp | 69.6%+3.1pp | 79.9%-7.2pp |
| Annual return | 22.02% | 709.28%-687.3pp | 515.27%-493.2pp | 145.39%-123.4pp |
| Employer contribution / active EE | $588 | $4,446-86.8% | $3,540-83.4% | $4,194-86.0% |
| Participant deferral / active EE | $1,330 | $4,621-71.2% | $3,968-66.5% | $6,396-79.2% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |