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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 | $20,555 | $72,071-71.5% | $68,368-69.9% | $137,256-85.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.41% | 353.14%-332.7pp | 292.57%-272.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,315 | $2,788-52.8% | $2,649-50.3% | $4,156-68.4% |
| Participant deferral / active EE | $4,211 | $4,410-4.5% | $4,123+2.1% | $6,407-34.3% |
| Admin fee / account holder | $75 | $5,336-98.6% | $5,150-98.5% | $12,270-99.4% |