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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 | $13,281 | $96,388-86.2% | $80,627-83.5% | $139,466-90.5% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 15.69% | 1352.08%-1336.4pp | 936.76%-921.1pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,742 | $3,260-46.6% | $2,723-36.0% | $4,754-63.4% |
| Participant deferral / active EE | $2,717 | $5,224-48.0% | $4,443-38.9% | $6,712-59.5% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |