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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 | $7,760 | $96,388-91.9% | $80,627-90.4% | $139,466-94.4% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 18.83% | 1352.08%-1333.2pp | 936.76%-917.9pp | 373.66%-354.8pp |
| Employer contribution / active EE | $917 | $3,260-71.9% | $2,723-66.3% | $4,754-80.7% |
| Participant deferral / active EE | $1,793 | $5,224-65.7% | $4,443-59.6% | $6,712-73.3% |
| Admin fee / account holder | $27 | $6,603-99.6% | $5,381-99.5% | $11,409-99.8% |