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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 | $11,398 | $149,040-92.4% | $120,225-90.5% | $137,256-91.7% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 25.92% | 605.68%-579.8pp | 439.23%-413.3pp | 220.34%-194.4pp |
| Employer contribution / active EE | $2,966 | $4,350-31.8% | $3,475-14.7% | $4,156-28.6% |
| Participant deferral / active EE | $680 | $4,655-85.4% | $3,999-83.0% | $6,407-89.4% |
| Admin fee / account holder | $41 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |