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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 | $21,944 | $149,040-85.3% | $120,225-81.7% | $137,256-84.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.25% | 605.68%-582.4pp | 439.23%-416.0pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,691 | $4,350-38.1% | $3,475-22.6% | $4,156-35.3% |
| Participant deferral / active EE | $3,614 | $4,655-22.4% | $3,999-9.6% | $6,407-43.6% |
| Admin fee / account holder | $76 | $6,348-98.8% | $5,696-98.7% | $12,270-99.4% |