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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 | $41,460 | $96,388-57.0% | $80,627-48.6% | $139,466-70.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.27% | 1352.08%-1336.8pp | 936.76%-921.5pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,621 | $3,260-19.6% | $2,723-3.7% | $4,754-44.9% |
| Participant deferral / active EE | $8,887 | $5,224+70.1% | $4,443+100.0% | $6,712+32.4% |
| Admin fee / account holder | $20 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |