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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 | $36,868 | $85,171-56.7% | $172,753-78.7% | $72,976-49.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.85% | 27.32%-2.5pp | 803.00%-778.2pp | 81.02%-56.2pp |
| Employer contribution / active EE | $1,332 | $3,324-59.9% | $5,144-74.1% | $2,440-45.4% |
| Participant deferral / active EE | $3,646 | $3,260+11.8% | $5,198-29.9% | $3,608+1.1% |
| Admin fee / account holder | $99 | $5,880-98.3% | $13,956-99.3% | $5,124-98.1% |