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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 | $10,877 | $154,754-93.0% | $124,206-91.2% | $138,895-92.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 30.57% | 709.28%-678.7pp | 515.27%-484.7pp | 145.39%-114.8pp |
| Employer contribution / active EE | $1,826 | $4,446-58.9% | $3,540-48.4% | $4,194-56.5% |
| Participant deferral / active EE | $4,994 | $4,621+8.1% | $3,968+25.9% | $6,396-21.9% |
| Admin fee / account holder | $30 | $6,690-99.6% | $5,929-99.5% | $12,562-99.8% |