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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 | $27,055 | $210,698-87.2% | $178,014-84.8% | $145,959-81.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.85% | 386.27%-371.4pp | 294.80%-280.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,362 | $4,567-48.3% | $3,950-40.2% | $4,661-49.3% |
| Participant deferral / active EE | $5,513 | $6,958-20.8% | $6,276-12.2% | $6,689-17.6% |
| Admin fee / account holder | $42 | $12,016-99.7% | $10,362-99.6% | $13,398-99.7% |