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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 | $43,064 | $104,953-59.0% | $84,637-49.1% | $152,909-71.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 36.07% | 373.94%-337.9pp | 258.82%-222.8pp | 345.46%-309.4pp |
| Employer contribution / active EE | $3,222 | $3,304-2.5% | $2,653+21.4% | $4,764-32.4% |
| Participant deferral / active EE | $8,987 | $4,691+91.6% | $3,900+130.4% | $5,851+53.6% |
| Admin fee / account holder | $95 | $6,244-98.5% | $4,914-98.1% | $11,601-99.2% |