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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 | $2,101 | $72,071-97.1% | $68,368-96.9% | $137,256-98.5% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.0%-1.7pp |
| Annual return | 34.90% | 353.14%-318.2pp | 292.57%-257.7pp | 220.34%-185.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,082 | $4,410-75.5% | $4,123-73.7% | $6,407-83.1% |
| Admin fee / account holder | $290 | $5,336-94.6% | $5,150-94.4% | $12,270-97.6% |