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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 | $17,088 | $121,656-86.0% | $104,614-83.7% | $158,950-89.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.51% | 465.51%-447.0pp | 340.56%-322.1pp | 302.91%-284.4pp |
| Employer contribution / active EE | $2,676 | $3,164-15.4% | $2,681-0.2% | $4,762-43.8% |
| Participant deferral / active EE | $2,164 | $4,177-48.2% | $3,739-42.1% | $5,983-63.8% |
| Admin fee / account holder | $29 | $7,775-99.6% | $6,464-99.6% | $11,248-99.7% |