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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 | $33,737 | $107,363-68.6% | $92,909-63.7% | $152,897-77.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.69% | 145.63%-122.9pp | 109.44%-86.8pp | 345.43%-322.7pp |
| Employer contribution / active EE | $2,068 | $4,222-51.0% | $3,653-43.4% | $4,764-56.6% |
| Participant deferral / active EE | $5,665 | $4,848+16.9% | $4,238+33.7% | $5,851-3.2% |
| Admin fee / account holder | $98 | $7,082-98.6% | $5,795-98.3% | $11,599-99.2% |