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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 | $17,462 | $160,040-89.1% | $147,096-88.1% | $145,877-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.82% | 98.49%-84.7pp | 419.75%-405.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,103 | $5,289-79.1% | $4,936-77.6% | $4,663-76.3% |
| Participant deferral / active EE | $3,412 | $8,429-59.5% | $8,071-57.7% | $6,691-49.0% |
| Admin fee / account holder | $293 | $15,050-98.1% | $13,005-97.7% | $13,402-97.8% |