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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 | $6,816 | $67,823-90.0% | $52,425-87.0% | $137,256-95.0% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 19.89% | 219.11%-199.2pp | 302.12%-282.2pp | 220.34%-200.5pp |
| Employer contribution / active EE | $297 | $1,163-74.5% | $914-67.5% | $4,156-92.9% |
| Participant deferral / active EE | $361 | $2,288-84.2% | $1,790-79.8% | $6,407-94.4% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |