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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 | $16,098 | $85,171-81.1% | $172,752-90.7% | $72,975-77.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.75% | 27.32%-0.6pp | 802.97%-776.2pp | 81.01%-54.3pp |
| Employer contribution / active EE | $3,791 | $3,324+14.0% | $5,144-26.3% | $2,440+55.4% |
| Participant deferral / active EE | $2,549 | $3,260-21.8% | $5,198-51.0% | $3,608-29.3% |
| Admin fee / account holder | $46 | $5,880-99.2% | $13,955-99.7% | $5,124-99.1% |