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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 | $13,984 | $72,071-80.6% | $68,368-79.5% | $137,256-89.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.24% | 353.14%-328.9pp | 292.57%-268.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,025 | $2,788-27.4% | $2,649-23.6% | $4,156-51.3% |
| Participant deferral / active EE | $3,240 | $4,410-26.5% | $4,123-21.4% | $6,407-49.4% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |