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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 | $23,522 | $90,397-74.0% | $76,002-69.1% | $145,959-83.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.51% | 621.97%-611.5pp | 360.07%-349.6pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,026 | $3,317-69.1% | $2,688-61.9% | $4,661-78.0% |
| Participant deferral / active EE | $1,590 | $5,163-69.2% | $4,257-62.7% | $6,689-76.2% |
| Admin fee / account holder | $92 | $8,369-98.9% | $6,414-98.6% | $13,398-99.3% |