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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 | $8,871 | $88,815-90.0% | $81,882-89.2% | $145,897-93.9% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 424.99% | 1033.75%-608.8pp | 779.47%-354.5pp | 552.29%-127.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,429 | $4,647-69.3% | $4,323-67.0% | $6,689-78.6% |
| Admin fee / account holder | $34 | $8,434-99.6% | $7,360-99.5% | $13,390-99.7% |