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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 | $35,882 | $107,363-66.6% | $92,909-61.4% | $152,897-76.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.32% | 145.63%-120.3pp | 109.44%-84.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $1,975 | $4,222-53.2% | $3,653-45.9% | $4,764-58.5% |
| Participant deferral / active EE | $2,956 | $4,848-39.0% | $4,238-30.2% | $5,851-49.5% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |