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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 | $17,747 | $108,922-83.7% | $100,398-82.3% | $145,978-87.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 64.35% | 58.04%+6.3pp | 49.32%+15.0pp | 550.52%-486.2pp |
| Employer contribution / active EE | $1,499 | $4,426-66.1% | $3,946-62.0% | $4,662-67.8% |
| Participant deferral / active EE | $2,796 | $8,450-66.9% | $8,084-65.4% | $6,690-58.2% |
| Admin fee / account holder | $20 | $9,680-99.8% | $7,893-99.7% | $13,400-99.9% |