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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 | $15,301 | $96,388-84.1% | $80,627-81.0% | $139,466-89.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.32% | 1352.08%-1329.8pp | 936.76%-914.4pp | 373.66%-351.3pp |
| Employer contribution / active EE | $1,962 | $3,260-39.8% | $2,723-28.0% | $4,754-58.7% |
| Participant deferral / active EE | $2,309 | $5,224-55.8% | $4,443-48.0% | $6,712-65.6% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |