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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 | $11,543 | $109,372-89.4% | $89,414-87.1% | $158,966-92.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.33% | 345.55%-320.2pp | 245.50%-220.2pp | 302.95%-277.6pp |
| Employer contribution / active EE | $1,226 | $3,171-61.3% | $2,586-52.6% | $4,762-74.3% |
| Participant deferral / active EE | $4,279 | $4,598-6.9% | $3,890+10.0% | $5,983-28.5% |
| Admin fee / account holder | $160 | $6,156-97.4% | $4,883-96.7% | $11,250-98.6% |