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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 | $16,866 | $70,366-76.0% | $66,674-74.7% | $138,895-87.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 26.90% | 386.41%-359.5pp | 321.24%-294.3pp | 145.39%-118.5pp |
| Employer contribution / active EE | $2,512 | $2,765-9.2% | $2,620-4.1% | $4,194-40.1% |
| Participant deferral / active EE | $3,138 | $4,374-28.3% | $4,084-23.2% | $6,396-50.9% |
| Admin fee / account holder | $121 | $5,262-97.7% | $5,098-97.6% | $12,562-99.0% |