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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 | $35,241 | $109,411-67.8% | $89,435-60.6% | $158,982-77.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.60% | 345.68%-335.1pp | 245.55%-235.0pp | 302.99%-292.4pp |
| Employer contribution / active EE | $2,139 | $3,173-32.6% | $2,587-17.3% | $4,763-55.1% |
| Participant deferral / active EE | $5,065 | $4,600+10.1% | $3,890+30.2% | $5,983-15.4% |
| Admin fee / account holder | $17 | $6,159-99.7% | $4,884-99.7% | $11,252-99.9% |