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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 | $8,487 | $72,071-88.2% | $68,368-87.6% | $137,256-93.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 30.91% | 353.14%-322.2pp | 292.57%-261.7pp | 220.34%-189.4pp |
| Employer contribution / active EE | $1,810 | $2,788-35.1% | $2,649-31.7% | $4,156-56.4% |
| Participant deferral / active EE | $1,896 | $4,410-57.0% | $4,123-54.0% | $6,407-70.4% |
| Admin fee / account holder | $145 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |