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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 | $14,742 | $73,421-79.9% | $66,439-77.8% | $155,188-90.5% |
| Participation rate | 87.0% | 79.7%+7.3pp | 74.5%+12.5pp | 80.8%+6.2pp |
| Annual return | 14.85% | 1382.37%-1367.5pp | 757.66%-742.8pp | 148.84%-134.0pp |
| Employer contribution / active EE | $391 | $3,039-87.1% | $2,637-85.2% | $4,248-90.8% |
| Participant deferral / active EE | $2,701 | $4,680-42.3% | $3,876-30.3% | $6,531-58.6% |
| Admin fee / account holder | $77 | $8,856-99.1% | $6,173-98.7% | $14,480-99.5% |