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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 | $5,198 | $88,754-94.1% | $81,820-93.6% | $145,877-96.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.08% | 1031.77%-1015.7pp | 777.93%-761.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $794 | $3,085-74.3% | $2,915-72.8% | $4,663-83.0% |
| Participant deferral / active EE | $975 | $4,648-79.0% | $4,323-77.4% | $6,691-85.4% |
| Admin fee / account holder | $77 | $8,424-99.1% | $7,391-99.0% | $13,402-99.4% |