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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 | $17,574 | $72,071-75.6% | $68,368-74.3% | $137,256-87.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.62% | 353.14%-331.5pp | 292.57%-271.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $679 | $2,788-75.7% | $2,649-74.4% | $4,156-83.7% |
| Participant deferral / active EE | $2,754 | $4,410-37.5% | $4,123-33.2% | $6,407-57.0% |
| Admin fee / account holder | $1 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |