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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 | $19,340 | $88,815-78.2% | $81,882-76.4% | $145,897-86.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.79% | 1033.75%-1018.0pp | 779.47%-763.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,371 | $3,086-23.2% | $2,916-18.7% | $4,663-49.2% |
| Participant deferral / active EE | $3,418 | $4,647-26.5% | $4,323-20.9% | $6,689-48.9% |
| Admin fee / account holder | $71 | $8,434-99.2% | $7,360-99.0% | $13,390-99.5% |