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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 | $5,314 | $72,071-92.6% | $68,368-92.2% | $137,256-96.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 26.68% | 353.14%-326.5pp | 292.57%-265.9pp | 220.34%-193.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,772 | $4,410-59.8% | $4,123-57.0% | $6,407-72.3% |
| Admin fee / account holder | $12 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |