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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 | $33,739 | $109,411-69.2% | $89,435-62.3% | $158,982-78.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.23% | 345.68%-330.4pp | 245.55%-230.3pp | 302.99%-287.8pp |
| Employer contribution / active EE | $4,927 | $3,173+55.3% | $2,587+90.5% | $4,763+3.5% |
| Participant deferral / active EE | $2,973 | $4,600-35.4% | $3,890-23.6% | $5,983-50.3% |
| Admin fee / account holder | $58 | $6,159-99.1% | $4,884-98.8% | $11,252-99.5% |