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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 | $11,580 | $72,071-83.9% | $68,368-83.1% | $137,256-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.58% | 353.14%-329.6pp | 292.57%-269.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,492 | $2,788-46.5% | $2,649-43.7% | $4,156-64.1% |
| Participant deferral / active EE | $1,544 | $4,410-65.0% | $4,123-62.6% | $6,407-75.9% |
| Admin fee / account holder | $160 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |