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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 | $12,240 | $109,411-88.8% | $89,435-86.3% | $158,982-92.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.07% | 345.68%-324.6pp | 245.55%-224.5pp | 302.99%-281.9pp |
| Employer contribution / active EE | $2,087 | $3,173-34.2% | $2,587-19.3% | $4,763-56.2% |
| Participant deferral / active EE | $1,309 | $4,600-71.5% | $3,890-66.3% | $5,983-78.1% |
| Admin fee / account holder | $4 | $6,159-99.9% | $4,884-99.9% | $11,252-100.0% |