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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 | $6,330 | $67,823-90.7% | $52,425-87.9% | $137,256-95.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.08% | 219.11%-197.0pp | 302.12%-280.0pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,518 | $1,163+30.5% | $914+66.0% | $4,156-63.5% |
| Participant deferral / active EE | $440 | $2,288-80.7% | $1,790-75.4% | $6,407-93.1% |
| Admin fee / account holder | $228 | $2,844-92.0% | $2,495-90.9% | $12,270-98.1% |