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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 | $20,111 | $88,778-77.3% | $81,844-75.4% | $145,884-86.2% |
| Participation rate | 76.9% | 75.1%+1.9pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 11.14% | 1033.03%-1021.9pp | 778.87%-767.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,709 | $3,087-44.6% | $2,916-41.4% | $4,662-63.4% |
| Participant deferral / active EE | $2,807 | $4,648-39.6% | $4,323-35.1% | $6,690-58.0% |
| Admin fee / account holder | $265 | $8,430-96.9% | $7,355-96.4% | $13,392-98.0% |