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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 | $10,721 | $149,040-92.8% | $120,225-91.1% | $137,256-92.2% |
| Participation rate | 86.7% | 75.4%+11.2pp | 69.6%+17.1pp | 80.0%+6.7pp |
| Annual return | 25.62% | 605.68%-580.1pp | 439.23%-413.6pp | 220.34%-194.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,824 | $4,655-17.8% | $3,999-4.4% | $6,407-40.3% |
| Admin fee / account holder | $36 | $6,348-99.4% | $5,696-99.4% | $12,270-99.7% |