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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 | $4,452 | $72,071-93.8% | $68,368-93.5% | $137,256-96.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.65% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $704 | $2,788-74.7% | $2,649-73.4% | $4,156-83.1% |
| Participant deferral / active EE | $960 | $4,410-78.2% | $4,123-76.7% | $6,407-85.0% |
| Admin fee / account holder | $116 | $5,336-97.8% | $5,150-97.7% | $12,270-99.1% |