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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 | $8,485 | $88,754-90.4% | $81,820-89.6% | $145,877-94.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.56% | 1031.77%-1020.2pp | 777.93%-766.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,514 | $3,085-50.9% | $2,915-48.1% | $4,663-67.5% |
| Participant deferral / active EE | $2,617 | $4,648-43.7% | $4,323-39.4% | $6,691-60.9% |
| Admin fee / account holder | $103 | $8,424-98.8% | $7,391-98.6% | $13,402-99.2% |