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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 | $7,056 | $88,778-92.1% | $81,844-91.4% | $145,884-95.2% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 17.28% | 1033.03%-1015.7pp | 778.87%-761.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $704 | $3,087-77.2% | $2,916-75.9% | $4,662-84.9% |
| Participant deferral / active EE | $1,001 | $4,648-78.5% | $4,323-76.9% | $6,690-85.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |