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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 | $30,232 | $85,169-64.5% | $172,755-82.5% | $72,983-58.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.67% | 27.32%-2.7pp | 802.94%-778.3pp | 81.01%-56.3pp |
| Employer contribution / active EE | $2,297 | $3,324-30.9% | $5,144-55.4% | $2,440-5.9% |
| Participant deferral / active EE | $4,818 | $3,260+47.8% | $5,198-7.3% | $3,608+33.6% |
| Admin fee / account holder | $130 | $5,880-97.8% | $13,955-99.1% | $5,124-97.5% |