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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 | $13,231 | $72,071-81.6% | $68,368-80.6% | $137,256-90.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 24.74% | 353.14%-328.4pp | 292.57%-267.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,102 | $2,788-60.5% | $2,649-58.4% | $4,156-73.5% |
| Participant deferral / active EE | $2,882 | $4,410-34.7% | $4,123-30.1% | $6,407-55.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |