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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 | $8,321 | $72,071-88.5% | $68,368-87.8% | $137,256-93.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 26.66% | 353.14%-326.5pp | 292.57%-265.9pp | 220.34%-193.7pp |
| Employer contribution / active EE | $664 | $2,788-76.2% | $2,649-74.9% | $4,156-84.0% |
| Participant deferral / active EE | $3,288 | $4,410-25.4% | $4,123-20.2% | $6,407-48.7% |
| Admin fee / account holder | $78 | $5,336-98.5% | $5,150-98.5% | $12,270-99.4% |