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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 | $6,437 | $88,702-92.7% | $81,780-92.1% | $145,978-95.6% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.4%+21.8pp | 80.3%+13.8pp |
| Annual return | 14.90% | 1029.12%-1014.2pp | 776.27%-761.4pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,065 | $3,084-65.5% | $2,914-63.5% | $4,662-77.2% |
| Participant deferral / active EE | $2,203 | $4,645-52.6% | $4,321-49.0% | $6,690-67.1% |
| Admin fee / account holder | $258 | $8,414-96.9% | $7,384-96.5% | $13,400-98.1% |