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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 | $8,843 | $72,071-87.7% | $68,368-87.1% | $137,256-93.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 34.93% | 353.14%-318.2pp | 292.57%-257.6pp | 220.34%-185.4pp |
| Employer contribution / active EE | $2,046 | $2,788-26.6% | $2,649-22.8% | $4,156-50.8% |
| Participant deferral / active EE | $3,494 | $4,410-20.8% | $4,123-15.3% | $6,407-45.5% |
| Admin fee / account holder | $30 | $5,336-99.4% | $5,150-99.4% | $12,270-99.8% |