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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 | $4,521 | $88,702-94.9% | $81,780-94.5% | $145,978-96.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.74% | 1029.12%-1003.4pp | 776.27%-750.5pp | 550.52%-524.8pp |
| Employer contribution / active EE | $1,366 | $3,084-55.7% | $2,914-53.1% | $4,662-70.7% |
| Participant deferral / active EE | $2,672 | $4,645-42.5% | $4,321-38.2% | $6,690-60.1% |
| Admin fee / account holder | $212 | $8,414-97.5% | $7,384-97.1% | $13,400-98.4% |