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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 | $28,586 | $88,778-67.8% | $81,844-65.1% | $145,884-80.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.78% | 1033.03%-1016.3pp | 778.87%-762.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,262 | $3,087-59.1% | $2,916-56.7% | $4,662-72.9% |
| Participant deferral / active EE | $6,390 | $4,648+37.5% | $4,323+47.8% | $6,690-4.5% |
| Admin fee / account holder | $9 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |