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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 | $21,359 | $88,710-75.9% | $81,783-73.9% | $145,959-85.4% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.4%+21.8pp | 80.3%+13.8pp |
| Annual return | 17.65% | 1027.26%-1009.6pp | 775.05%-757.4pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,094 | $3,083-64.5% | $2,913-62.4% | $4,661-76.5% |
| Participant deferral / active EE | $1,161 | $4,645-75.0% | $4,320-73.1% | $6,689-82.6% |
| Admin fee / account holder | $80 | $8,407-99.1% | $7,380-98.9% | $13,398-99.4% |