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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 | $8,937 | $72,071-87.6% | $68,368-86.9% | $137,256-93.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 24.33% | 353.14%-328.8pp | 292.57%-268.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $800 | $2,788-71.3% | $2,649-69.8% | $4,156-80.8% |
| Participant deferral / active EE | $1,625 | $4,410-63.1% | $4,123-60.6% | $6,407-74.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |