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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 | $43,488 | $125,778-65.4% | $114,563-62.0% | $154,746-71.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 19.00% | 295.14%-276.1pp | 241.09%-222.1pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,425 | $2,806-49.2% | $2,592-45.0% | $4,379-67.5% |
| Participant deferral / active EE | $3,270 | $4,445-26.4% | $4,142-21.0% | $6,730-51.4% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |