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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 | $7,771 | $67,823-88.5% | $52,425-85.2% | $137,256-94.3% |
| Participation rate | 91.7% | 63.9%+27.8pp | 55.6%+36.0pp | 80.0%+11.7pp |
| Annual return | 27.04% | 219.11%-192.1pp | 302.12%-275.1pp | 220.34%-193.3pp |
| Employer contribution / active EE | $812 | $1,163-30.2% | $914-11.2% | $4,156-80.5% |
| Participant deferral / active EE | $1,409 | $2,288-38.4% | $1,790-21.3% | $6,407-78.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |