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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 | $15,868 | $72,071-78.0% | $68,368-76.8% | $137,256-88.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.07% | 353.14%-325.1pp | 292.57%-264.5pp | 220.34%-192.3pp |
| Employer contribution / active EE | $1,552 | $2,788-44.3% | $2,649-41.4% | $4,156-62.6% |
| Participant deferral / active EE | $3,233 | $4,410-26.7% | $4,123-21.6% | $6,407-49.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |