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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 | $33,200 | $99,079-66.5% | $78,002-57.4% | $273,972-87.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.11% | 217.93%-210.8pp | 425.99%-418.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,700 | $3,308-48.6% | $2,470-31.2% | $4,869-65.1% |
| Participant deferral / active EE | $2,036 | $4,306-52.7% | $3,497-41.8% | $5,287-61.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |