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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 | $7,583 | $88,815-91.5% | $81,882-90.7% | $145,897-94.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.69% | 1033.75%-1021.1pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $968 | $3,086-68.6% | $2,916-66.8% | $4,663-79.2% |
| Participant deferral / active EE | $1,452 | $4,647-68.8% | $4,323-66.4% | $6,689-78.3% |
| Admin fee / account holder | $299 | $8,434-96.5% | $7,360-95.9% | $13,390-97.8% |