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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 | $25,718 | $88,778-71.0% | $81,844-68.6% | $145,884-82.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.94% | 1033.03%-1023.1pp | 778.87%-768.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,288 | $3,087-58.3% | $2,916-55.8% | $4,662-72.4% |
| Participant deferral / active EE | $3,436 | $4,648-26.1% | $4,323-20.5% | $6,690-48.6% |
| Admin fee / account holder | $17 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |