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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 | $6,978 | $88,815-92.1% | $81,882-91.5% | $145,897-95.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.50% | 1033.75%-1022.2pp | 779.47%-768.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $792 | $3,086-74.3% | $2,916-72.9% | $4,663-83.0% |
| Participant deferral / active EE | $1,297 | $4,647-72.1% | $4,323-70.0% | $6,689-80.6% |
| Admin fee / account holder | $186 | $8,434-97.8% | $7,360-97.5% | $13,390-98.6% |