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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 | $26,663 | $176,120-84.9% | $159,487-83.3% | $167,553-84.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.49% | 331.95%-319.5pp | 263.71%-251.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $2,847 | $5,299-46.3% | $4,831-41.1% | $4,840-41.2% |
| Participant deferral / active EE | $3,359 | $7,752-56.7% | $7,354-54.3% | $6,343-47.0% |
| Admin fee / account holder | $101 | $12,561-99.2% | $10,804-99.1% | $12,316-99.2% |