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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 | $31,745 | $111,535-71.5% | $105,223-69.8% | $137,256-76.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.55% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,938 | $3,939-25.4% | $3,689-20.4% | $4,156-29.3% |
| Participant deferral / active EE | $4,099 | $5,500-25.5% | $5,072-19.2% | $6,407-36.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |