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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 | $37,714 | $106,005-64.4% | $92,239-59.1% | $147,585-74.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.57% | 50.05%-29.5pp | 176.29%-155.7pp | 578.58%-558.0pp |
| Employer contribution / active EE | $3,426 | $4,333-20.9% | $3,680-6.9% | $4,876-29.7% |
| Participant deferral / active EE | $2,398 | $4,478-46.5% | $3,897-38.5% | $5,439-55.9% |
| Admin fee / account holder | $244 | $6,333-96.1% | $5,194-95.3% | $10,886-97.8% |