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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 | $7,299 | $72,071-89.9% | $68,368-89.3% | $137,256-94.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.58% | 353.14%-324.6pp | 292.57%-264.0pp | 220.34%-191.8pp |
| Employer contribution / active EE | $1,584 | $2,788-43.2% | $2,649-40.2% | $4,156-61.9% |
| Participant deferral / active EE | $1,734 | $4,410-60.7% | $4,123-57.9% | $6,407-72.9% |
| Admin fee / account holder | $164 | $5,336-96.9% | $5,150-96.8% | $12,270-98.7% |