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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 | $12,279 | $90,397-86.4% | $76,002-83.8% | $145,959-91.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.73% | 621.97%-607.2pp | 360.07%-345.3pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,105 | $3,317-36.6% | $2,688-21.7% | $4,661-54.8% |
| Participant deferral / active EE | $4,180 | $5,163-19.0% | $4,257-1.8% | $6,689-37.5% |
| Admin fee / account holder | $163 | $8,369-98.0% | $6,414-97.5% | $13,398-98.8% |