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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 | $70,366-87.9% | $66,674-87.3% | $138,895-93.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 30.91% | 386.41%-355.5pp | 321.24%-290.3pp | 145.39%-114.5pp |
| Employer contribution / active EE | $1,810 | $2,765-34.5% | $2,620-30.9% | $4,194-56.8% |
| Participant deferral / active EE | $1,896 | $4,374-56.7% | $4,084-53.6% | $6,396-70.4% |
| Admin fee / account holder | $145 | $5,262-97.2% | $5,098-97.2% | $12,562-98.8% |