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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 | $162,529-86.5% | $130,788-83.2% | $154,746-85.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 23.25% | 510.48%-487.2pp | 386.44%-363.2pp | 172.34%-149.1pp |
| Employer contribution / active EE | $2,691 | $4,447-39.5% | $3,558-24.4% | $4,379-38.6% |
| Participant deferral / active EE | $3,614 | $4,808-24.8% | $4,137-12.7% | $6,730-46.3% |
| Admin fee / account holder | $76 | $7,669-99.0% | $6,673-98.9% | $14,365-99.5% |