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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 | $25,504 | $100,895-74.7% | $90,430-71.8% | $158,950-84.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.29% | 1725.54%-1713.3pp | 1293.73%-1281.4pp | 302.91%-290.6pp |
| Employer contribution / active EE | $1,803 | $3,689-51.1% | $3,262-44.7% | $4,762-62.1% |
| Participant deferral / active EE | $4,486 | $4,347+3.2% | $3,963+13.2% | $5,983-25.0% |
| Admin fee / account holder | $177 | $6,505-97.3% | $5,613-96.8% | $11,248-98.4% |