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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 | $15,106 | $88,754-83.0% | $81,820-81.5% | $145,877-89.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.36% | 1031.77%-1016.4pp | 777.93%-762.6pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,889 | $3,085-38.8% | $2,915-35.2% | $4,663-59.5% |
| Participant deferral / active EE | $3,306 | $4,648-28.9% | $4,323-23.5% | $6,691-50.6% |
| Admin fee / account holder | $163 | $8,424-98.1% | $7,391-97.8% | $13,402-98.8% |