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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 | $16,387 | $149,040-89.0% | $120,225-86.4% | $137,256-88.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 26.00% | 605.68%-579.7pp | 439.23%-413.2pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,200 | $4,350-72.4% | $3,475-65.5% | $4,156-71.1% |
| Participant deferral / active EE | $2,650 | $4,655-43.1% | $3,999-33.7% | $6,407-58.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |