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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 | $13,667 | $180,749-92.4% | $160,784-91.5% | $137,256-90.0% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.0%+13.0pp | 80.0%+10.0pp |
| Annual return | 18.10% | 2234.46%-2216.4pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,576 | $4,155-62.1% | $3,733-57.8% | $4,156-62.1% |
| Participant deferral / active EE | $1,742 | $6,844-74.5% | $6,293-72.3% | $6,407-72.8% |
| Admin fee / account holder | $86 | $10,397-99.2% | $9,717-99.1% | $12,270-99.3% |