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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 | $17,768 | $88,815-80.0% | $81,882-78.3% | $145,897-87.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.79% | 1033.75%-1019.0pp | 779.47%-764.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,221 | $3,086-28.0% | $2,916-23.8% | $4,663-52.4% |
| Participant deferral / active EE | $3,571 | $4,647-23.2% | $4,323-17.4% | $6,689-46.6% |
| Admin fee / account holder | $36 | $8,434-99.6% | $7,360-99.5% | $13,390-99.7% |