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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 | $23,851 | $110,039-78.3% | $97,260-75.5% | $145,884-83.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.80% | 244.44%-229.6pp | 75.54%-60.7pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,968 | $3,074-36.0% | $2,721-27.7% | $4,662-57.8% |
| Participant deferral / active EE | $2,615 | $4,674-44.0% | $4,262-38.6% | $6,690-60.9% |
| Admin fee / account holder | $20 | $6,204-99.7% | $5,640-99.6% | $13,392-99.9% |