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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 | $17,155 | $102,595-83.3% | $94,057-81.8% | $154,746-88.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.30% | 583.42%-566.1pp | 480.62%-463.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $763 | $3,147-75.8% | $2,933-74.0% | $4,379-82.6% |
| Participant deferral / active EE | $1,337 | $5,118-73.9% | $4,709-71.6% | $6,730-80.1% |
| Admin fee / account holder | $240 | $7,736-96.9% | $7,244-96.7% | $14,365-98.3% |