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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 | $18,500 | $88,815-79.2% | $81,882-77.4% | $145,897-87.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.23% | 1033.75%-1023.5pp | 779.47%-769.2pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,813 | $3,086-41.3% | $2,916-37.8% | $4,663-61.1% |
| Participant deferral / active EE | $4,063 | $4,647-12.6% | $4,323-6.0% | $6,689-39.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |