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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 | $21,653 | $70,366-69.2% | $66,674-67.5% | $138,895-84.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 24.47% | 386.41%-361.9pp | 321.24%-296.8pp | 145.39%-120.9pp |
| Employer contribution / active EE | $2,488 | $2,765-10.0% | $2,620-5.1% | $4,194-40.7% |
| Participant deferral / active EE | $2,871 | $4,374-34.4% | $4,084-29.7% | $6,396-55.1% |
| Admin fee / account holder | $40 | $5,262-99.2% | $5,098-99.2% | $12,562-99.7% |