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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 | $7,311 | $88,815-91.8% | $81,882-91.1% | $145,897-95.0% |
| Participation rate | 81.0% | 75.1%+5.9pp | 72.4%+8.6pp | 80.3%+0.6pp |
| Annual return | 19.82% | 1033.75%-1013.9pp | 779.47%-759.7pp | 552.29%-532.5pp |
| Employer contribution / active EE | $753 | $3,086-75.6% | $2,916-74.2% | $4,663-83.9% |
| Participant deferral / active EE | $2,963 | $4,647-36.2% | $4,323-31.5% | $6,689-55.7% |
| Admin fee / account holder | $50 | $8,434-99.4% | $7,360-99.3% | $13,390-99.6% |