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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 | $27,116 | $110,093-75.4% | $97,295-72.1% | $145,897-81.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.73% | 244.76%-235.0pp | 75.62%-65.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $764 | $3,077-75.2% | $2,723-71.9% | $4,663-83.6% |
| Participant deferral / active EE | $3,000 | $4,678-35.9% | $4,264-29.6% | $6,689-55.2% |
| Admin fee / account holder | $193 | $6,212-96.9% | $5,646-96.6% | $13,390-98.6% |