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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 | $9,942 | $88,778-88.8% | $81,844-87.9% | $145,884-93.2% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 54.82% | 1033.03%-978.2pp | 778.87%-724.1pp | 551.85%-497.0pp |
| Employer contribution / active EE | $1,397 | $3,087-54.7% | $2,916-52.1% | $4,662-70.0% |
| Participant deferral / active EE | $2,917 | $4,648-37.2% | $4,323-32.5% | $6,690-56.4% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |