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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 | $8,654 | $88,702-90.2% | $81,780-89.4% | $145,978-94.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.35% | 1029.12%-1008.8pp | 776.27%-755.9pp | 550.52%-530.2pp |
| Employer contribution / active EE | $1,581 | $3,084-48.7% | $2,914-45.7% | $4,662-66.1% |
| Participant deferral / active EE | $2,987 | $4,645-35.7% | $4,321-30.9% | $6,690-55.3% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |