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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 | $70,366-88.2% | $66,674-87.5% | $138,895-94.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 26.66% | 386.41%-359.7pp | 321.24%-294.6pp | 145.39%-118.7pp |
| Employer contribution / active EE | $664 | $2,765-76.0% | $2,620-74.6% | $4,194-84.2% |
| Participant deferral / active EE | $3,288 | $4,374-24.8% | $4,084-19.5% | $6,396-48.6% |
| Admin fee / account holder | $78 | $5,262-98.5% | $5,098-98.5% | $12,562-99.4% |