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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 | $27,774 | $114,073-75.7% | $96,161-71.1% | $167,518-83.4% |
| Participation rate | 95.2% | 75.1%+20.2pp | 68.4%+26.8pp | 82.1%+13.1pp |
| Annual return | 35.09% | 189.95%-154.9pp | 192.01%-156.9pp | 478.71%-443.6pp |
| Employer contribution / active EE | $651 | $3,428-81.0% | $2,798-76.8% | $4,838-86.6% |
| Participant deferral / active EE | $1,215 | $5,195-76.6% | $4,349-72.1% | $6,342-80.8% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |