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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 | $21,946 | $100,911-78.3% | $90,440-75.7% | $158,966-86.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.72% | 1726.62%-1700.9pp | 1294.38%-1268.7pp | 302.95%-277.2pp |
| Employer contribution / active EE | $696 | $3,690-81.2% | $3,263-78.7% | $4,762-85.4% |
| Participant deferral / active EE | $5,963 | $4,348+37.1% | $3,964+50.4% | $5,983-0.3% |
| Admin fee / account holder | $77 | $6,507-98.8% | $5,615-98.6% | $11,250-99.3% |