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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 | $5,889 | $72,071-91.8% | $68,368-91.4% | $137,256-95.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 33.13% | 353.14%-320.0pp | 292.57%-259.4pp | 220.34%-187.2pp |
| Employer contribution / active EE | $1,142 | $2,788-59.0% | $2,649-56.9% | $4,156-72.5% |
| Participant deferral / active EE | $1,470 | $4,410-66.7% | $4,123-64.4% | $6,407-77.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |