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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 | $17,381 | $99,011-82.4% | $86,582-79.9% | $147,586-88.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.04% | 1312.75%-1302.7pp | 965.08%-955.0pp | 578.59%-568.6pp |
| Employer contribution / active EE | $754 | $3,132-75.9% | $2,839-73.5% | $4,876-84.5% |
| Participant deferral / active EE | $1,310 | $3,972-67.0% | $3,609-63.7% | $5,439-75.9% |
| Admin fee / account holder | $266 | $5,709-95.3% | $4,904-94.6% | $10,886-97.6% |