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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 | $33,991 | $149,040-77.2% | $120,225-71.7% | $137,256-75.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.38% | 605.68%-584.3pp | 439.23%-417.8pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,958 | $4,350-32.0% | $3,475-14.9% | $4,156-28.8% |
| Participant deferral / active EE | $3,368 | $4,655-27.6% | $3,999-15.8% | $6,407-47.4% |
| Admin fee / account holder | $152 | $6,348-97.6% | $5,696-97.3% | $12,270-98.8% |