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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 | $8,044 | $67,823-88.1% | $52,425-84.7% | $137,256-94.1% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 20.24% | 219.11%-198.9pp | 302.12%-281.9pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,001 | $2,288-12.5% | $1,790+11.8% | $6,407-68.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |