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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 | $33,759 | $104,953-67.8% | $84,637-60.1% | $152,909-77.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.94% | 373.94%-352.0pp | 258.82%-236.9pp | 345.46%-323.5pp |
| Employer contribution / active EE | $3,329 | $3,304+0.8% | $2,653+25.5% | $4,764-30.1% |
| Participant deferral / active EE | $4,464 | $4,691-4.8% | $3,900+14.5% | $5,851-23.7% |
| Admin fee / account holder | $283 | $6,244-95.5% | $4,914-94.2% | $11,601-97.6% |