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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 | $19,510 | $125,778-84.5% | $114,563-83.0% | $154,746-87.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.45% | 295.14%-276.7pp | 241.09%-222.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,111 | $2,806-60.4% | $2,592-57.1% | $4,379-74.6% |
| Participant deferral / active EE | $1,231 | $4,445-72.3% | $4,142-70.3% | $6,730-81.7% |
| Admin fee / account holder | $254 | $8,190-96.9% | $7,623-96.7% | $14,365-98.2% |