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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 | $8,098 | $149,040-94.6% | $120,225-93.3% | $137,256-94.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 30.29% | 605.68%-575.4pp | 439.23%-408.9pp | 220.34%-190.1pp |
| Employer contribution / active EE | $1,374 | $4,350-68.4% | $3,475-60.5% | $4,156-66.9% |
| Participant deferral / active EE | $1,960 | $4,655-57.9% | $3,999-51.0% | $6,407-69.4% |
| Admin fee / account holder | $225 | $6,348-96.4% | $5,696-96.0% | $12,270-98.2% |