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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 | $26,542 | $88,710-70.1% | $81,783-67.5% | $145,959-81.8% |
| Participation rate | 70.6% | 75.0%-4.5pp | 72.4%-1.8pp | 80.3%-9.7pp |
| Annual return | 18.19% | 1027.26%-1009.1pp | 775.05%-756.9pp | 561.95%-543.8pp |
| Employer contribution / active EE | $765 | $3,083-75.2% | $2,913-73.7% | $4,661-83.6% |
| Participant deferral / active EE | $8,422 | $4,645+81.3% | $4,320+94.9% | $6,689+25.9% |
| Admin fee / account holder | $10 | $8,407-99.9% | $7,380-99.9% | $13,398-99.9% |