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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 | $12,500 | $72,071-82.7% | $68,368-81.7% | $137,256-90.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.32% | 353.14%-338.8pp | 292.57%-278.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $761 | $2,788-72.7% | $2,649-71.3% | $4,156-81.7% |
| Participant deferral / active EE | $2,503 | $4,410-43.3% | $4,123-39.3% | $6,407-60.9% |
| Admin fee / account holder | $3 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |