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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 | $9,926 | $88,778-88.8% | $81,844-87.9% | $145,884-93.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.98% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,450 | $3,087-53.0% | $2,916-50.3% | $4,662-68.9% |
| Participant deferral / active EE | $1,949 | $4,648-58.1% | $4,323-54.9% | $6,690-70.9% |
| Admin fee / account holder | $93 | $8,430-98.9% | $7,355-98.7% | $13,392-99.3% |