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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 | $12,748 | $149,040-91.4% | $120,225-89.4% | $137,256-90.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.69% | 605.68%-594.0pp | 439.23%-427.5pp | 220.34%-208.7pp |
| Employer contribution / active EE | $571 | $4,350-86.9% | $3,475-83.6% | $4,156-86.3% |
| Participant deferral / active EE | $1,799 | $4,655-61.3% | $3,999-55.0% | $6,407-71.9% |
| Admin fee / account holder | $50 | $6,348-99.2% | $5,696-99.1% | $12,270-99.6% |