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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 | $5,768 | $72,071-92.0% | $68,368-91.6% | $137,256-95.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.18% | 353.14%-329.0pp | 292.57%-268.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,674 | $2,788-39.9% | $2,649-36.8% | $4,156-59.7% |
| Participant deferral / active EE | $2,603 | $4,410-41.0% | $4,123-36.9% | $6,407-59.4% |
| Admin fee / account holder | $89 | $5,336-98.3% | $5,150-98.3% | $12,270-99.3% |