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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 | $10,598 | $180,749-94.1% | $160,784-93.4% | $137,256-92.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 32.07% | 2234.46%-2202.4pp | 1803.92%-1771.8pp | 220.34%-188.3pp |
| Employer contribution / active EE | $1,709 | $4,155-58.9% | $3,733-54.2% | $4,156-58.9% |
| Participant deferral / active EE | $3,208 | $6,844-53.1% | $6,293-49.0% | $6,407-49.9% |
| Admin fee / account holder | $3 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |