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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 | $13,871 | $154,754-91.0% | $124,206-88.8% | $138,895-90.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 21.26% | 709.28%-688.0pp | 515.27%-494.0pp | 145.39%-124.1pp |
| Employer contribution / active EE | $3,464 | $4,446-22.1% | $3,540-2.2% | $4,194-17.4% |
| Participant deferral / active EE | $4,470 | $4,621-3.3% | $3,968+12.7% | $6,396-30.1% |
| Admin fee / account holder | $61 | $6,690-99.1% | $5,929-99.0% | $12,562-99.5% |