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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 | $18,820 | $96,388-80.5% | $80,627-76.7% | $139,466-86.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.76% | 1352.08%-1327.3pp | 936.76%-912.0pp | 373.66%-348.9pp |
| Employer contribution / active EE | $2,519 | $3,260-22.7% | $2,723-7.5% | $4,754-47.0% |
| Participant deferral / active EE | $4,976 | $5,224-4.8% | $4,443+12.0% | $6,712-25.9% |
| Admin fee / account holder | $78 | $6,603-98.8% | $5,381-98.6% | $11,409-99.3% |