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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 | $32,154 | $124,175-74.1% | $108,405-70.3% | $167,536-80.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.95% | 1380.13%-1362.2pp | 905.55%-887.6pp | 478.82%-460.9pp |
| Employer contribution / active EE | $1,051 | $4,188-74.9% | $3,559-70.5% | $4,839-78.3% |
| Participant deferral / active EE | $11,457 | $6,908+65.8% | $6,563+74.6% | $6,342+80.6% |
| Admin fee / account holder | $119 | $9,457-98.7% | $7,297-98.4% | $12,315-99.0% |