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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 | $14,534 | $72,071-79.8% | $68,368-78.7% | $137,256-89.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.63% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,018 | $2,788-63.5% | $2,649-61.6% | $4,156-75.5% |
| Participant deferral / active EE | $1,692 | $4,410-61.6% | $4,123-59.0% | $6,407-73.6% |
| Admin fee / account holder | $45 | $5,336-99.2% | $5,150-99.1% | $12,270-99.6% |