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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 | $25,725 | $180,749-85.8% | $160,784-84.0% | $137,256-81.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.11% | 2234.46%-2217.4pp | 1803.92%-1786.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $840 | $4,155-79.8% | $3,733-77.5% | $4,156-79.8% |
| Participant deferral / active EE | $2,630 | $6,844-61.6% | $6,293-58.2% | $6,407-58.9% |
| Admin fee / account holder | -$543 | $10,397-105.2% | $9,717-105.6% | $12,270-104.4% |