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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 | $9,732 | $149,040-93.5% | $120,225-91.9% | $137,256-92.9% |
| Participation rate | 91.7% | 75.4%+16.2pp | 69.6%+22.1pp | 80.0%+11.7pp |
| Annual return | 281.63% | 605.68%-324.1pp | 439.23%-157.6pp | 220.34%+61.3pp |
| Employer contribution / active EE | $499 | $4,350-88.5% | $3,475-85.6% | $4,156-88.0% |
| Participant deferral / active EE | $961 | $4,655-79.4% | $3,999-76.0% | $6,407-85.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |