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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 | $11,644 | $102,696-88.7% | $86,235-86.5% | $139,487-91.7% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 22.11% | 1925.91%-1903.8pp | 1170.03%-1147.9pp | 373.84%-351.7pp |
| Employer contribution / active EE | $784 | $3,034-74.2% | $2,381-67.1% | $4,755-83.5% |
| Participant deferral / active EE | $3,191 | $4,679-31.8% | $3,987-20.0% | $6,713-52.5% |
| Admin fee / account holder | $218 | $8,667-97.5% | $6,856-96.8% | $11,407-98.1% |