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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 | $20,874 | $154,754-86.5% | $124,206-83.2% | $138,895-85.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 33.25% | 709.28%-676.0pp | 515.27%-482.0pp | 145.39%-112.1pp |
| Employer contribution / active EE | $3,685 | $4,446-17.1% | $3,540+4.1% | $4,194-12.1% |
| Participant deferral / active EE | $8,367 | $4,621+81.1% | $3,968+110.9% | $6,396+30.8% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |