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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 | $11,476 | $88,778-87.1% | $81,844-86.0% | $145,884-92.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 13.08% | 1033.03%-1020.0pp | 778.87%-765.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $400 | $3,087-87.1% | $2,916-86.3% | $4,662-91.4% |
| Participant deferral / active EE | $1,077 | $4,648-76.8% | $4,323-75.1% | $6,690-83.9% |
| Admin fee / account holder | $281 | $8,430-96.7% | $7,355-96.2% | $13,392-97.9% |