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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 | $22,747 | $70,366-67.7% | $66,674-65.9% | $138,895-83.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.67% | 386.41%-367.7pp | 321.24%-302.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,331 | $2,765-51.9% | $2,620-49.2% | $4,194-68.3% |
| Participant deferral / active EE | $2,964 | $4,374-32.2% | $4,084-27.4% | $6,396-53.7% |
| Admin fee / account holder | $183 | $5,262-96.5% | $5,098-96.4% | $12,562-98.5% |