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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 | $16,917 | $99,995-83.1% | $85,063-80.1% | $145,978-88.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.93% | 83.99%-75.1pp | 66.54%-57.6pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,268 | $3,231-60.8% | $2,727-53.5% | $4,662-72.8% |
| Participant deferral / active EE | $2,964 | $5,295-44.0% | $4,523-34.5% | $6,690-55.7% |
| Admin fee / account holder | $64 | $7,255-99.1% | $6,155-99.0% | $13,400-99.5% |