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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 | $26,018 | $85,171-69.5% | $172,752-84.9% | $72,975-64.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.82% | 27.32%-7.5pp | 802.97%-783.2pp | 81.01%-61.2pp |
| Employer contribution / active EE | $2,575 | $3,324-22.5% | $5,144-49.9% | $2,440+5.5% |
| Participant deferral / active EE | $3,893 | $3,260+19.4% | $5,198-25.1% | $3,608+7.9% |
| Admin fee / account holder | $73 | $5,880-98.8% | $13,955-99.5% | $5,124-98.6% |