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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 | $44,754 | $85,171-47.5% | $172,752-74.1% | $72,975-38.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.56% | 27.32%-2.8pp | 802.97%-778.4pp | 81.01%-56.5pp |
| Employer contribution / active EE | $3,608 | $3,324+8.5% | $5,144-29.9% | $2,440+47.9% |
| Participant deferral / active EE | $2,708 | $3,260-16.9% | $5,198-47.9% | $3,608-24.9% |
| Admin fee / account holder | $246 | $5,880-95.8% | $13,955-98.2% | $5,124-95.2% |