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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 | $5,991 | $72,071-91.7% | $68,368-91.2% | $137,256-95.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 26.75% | 353.14%-326.4pp | 292.57%-265.8pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,314 | $2,788-52.9% | $2,649-50.4% | $4,156-68.4% |
| Participant deferral / active EE | $1,793 | $4,410-59.3% | $4,123-56.5% | $6,407-72.0% |
| Admin fee / account holder | $107 | $5,336-98.0% | $5,150-97.9% | $12,270-99.1% |