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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 | $5,263 | $72,071-92.7% | $68,368-92.3% | $137,256-96.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.31% | 353.14%-330.8pp | 292.57%-270.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $508 | $2,788-81.8% | $2,649-80.8% | $4,156-87.8% |
| Participant deferral / active EE | $595 | $4,410-86.5% | $4,123-85.6% | $6,407-90.7% |
| Admin fee / account holder | $276 | $5,336-94.8% | $5,150-94.6% | $12,270-97.7% |