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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 | $22,484 | $86,701-74.1% | $73,309-69.3% | $125,389-82.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 381.02% | 2.78%+378.2pp | 5.67%+375.4pp | 282.24%+98.8pp |
| Employer contribution / active EE | $2,913 | $4,152-29.8% | $3,237-10.0% | $4,866-40.1% |
| Participant deferral / active EE | $3,327 | $5,549-40.0% | $4,991-33.3% | $5,352-37.8% |
| Admin fee / account holder | $47 | $7,768-99.4% | $5,635-99.2% | $9,541-99.5% |