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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 | $11,606 | $156,970-92.6% | $121,210-90.4% | $139,487-91.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 18.97% | 1477.10%-1458.1pp | 987.41%-968.4pp | 373.84%-354.9pp |
| Employer contribution / active EE | $992 | $5,546-82.1% | $4,171-76.2% | $4,755-79.1% |
| Participant deferral / active EE | $1,150 | $4,849-76.3% | $4,084-71.8% | $6,713-82.9% |
| Admin fee / account holder | $44 | $6,947-99.4% | $5,647-99.2% | $11,407-99.6% |