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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 | $8,597 | $72,071-88.1% | $68,368-87.4% | $137,256-93.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 30.30% | 353.14%-322.8pp | 292.57%-262.3pp | 220.34%-190.0pp |
| Employer contribution / active EE | $1,711 | $2,788-38.6% | $2,649-35.4% | $4,156-58.8% |
| Participant deferral / active EE | $2,019 | $4,410-54.2% | $4,123-51.0% | $6,407-68.5% |
| Admin fee / account holder | $8 | $5,336-99.9% | $5,150-99.9% | $12,270-99.9% |