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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 | $9,512 | $72,071-86.8% | $68,368-86.1% | $137,256-93.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 22.97% | 353.14%-330.2pp | 292.57%-269.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,211 | $2,788-56.6% | $2,649-54.3% | $4,156-70.9% |
| Participant deferral / active EE | $1,386 | $4,410-68.6% | $4,123-66.4% | $6,407-78.4% |
| Admin fee / account holder | $2 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |