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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 | $53,747 | $102,595-47.6% | $94,057-42.9% | $154,746-65.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.22% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,388 | $3,147-55.9% | $2,933-52.7% | $4,379-68.3% |
| Participant deferral / active EE | $8,545 | $5,118+67.0% | $4,709+81.4% | $6,730+27.0% |
| Admin fee / account holder | $70 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |