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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 | $7,022 | $88,754-92.1% | $81,820-91.4% | $145,877-95.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.17% | 1031.77%-1018.6pp | 777.93%-764.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,926 | $3,085-37.6% | $2,915-33.9% | $4,663-58.7% |
| Participant deferral / active EE | $3,632 | $4,648-21.8% | $4,323-16.0% | $6,691-45.7% |
| Admin fee / account holder | $30 | $8,424-99.6% | $7,391-99.6% | $13,402-99.8% |