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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 | $43,868 | $109,344-59.9% | $89,400-50.9% | $158,950-72.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.58% | 345.73%-324.1pp | 245.64%-224.1pp | 302.91%-281.3pp |
| Employer contribution / active EE | $3,022 | $3,170-4.7% | $2,586+16.9% | $4,762-36.5% |
| Participant deferral / active EE | $4,363 | $4,599-5.1% | $3,890+12.2% | $5,983-27.1% |
| Admin fee / account holder | $122 | $6,154-98.0% | $4,882-97.5% | $11,248-98.9% |