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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 | $70,366-82.2% | $66,674-81.3% | $138,895-91.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.32% | 386.41%-372.1pp | 321.24%-306.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $761 | $2,765-72.5% | $2,620-70.9% | $4,194-81.8% |
| Participant deferral / active EE | $2,503 | $4,374-42.8% | $4,084-38.7% | $6,396-60.9% |
| Admin fee / account holder | $3 | $5,262-99.9% | $5,098-99.9% | $12,562-100.0% |