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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 | $18,568 | $100,895-81.6% | $90,430-79.5% | $158,950-88.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.15% | 1725.54%-1701.4pp | 1293.73%-1269.6pp | 302.91%-278.8pp |
| Employer contribution / active EE | $400 | $3,689-89.2% | $3,262-87.7% | $4,762-91.6% |
| Participant deferral / active EE | $9,135 | $4,347+110.1% | $3,963+130.5% | $5,983+52.7% |
| Admin fee / account holder | $111 | $6,505-98.3% | $5,613-98.0% | $11,248-99.0% |