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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 | $8,152 | $90,614-91.0% | $76,089-89.3% | $145,877-94.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 172.91% | 623.80%-450.9pp | 360.94%-188.0pp | 551.28%-378.4pp |
| Employer contribution / active EE | $983 | $3,324-70.4% | $2,690-63.5% | $4,663-78.9% |
| Participant deferral / active EE | $3,439 | $5,168-33.5% | $4,259-19.3% | $6,691-48.6% |
| Admin fee / account holder | $123 | $8,376-98.5% | $6,418-98.1% | $13,402-99.1% |