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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 | $154,754-85.8% | $124,206-82.3% | $138,895-84.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 23.25% | 709.28%-686.0pp | 515.27%-492.0pp | 145.39%-122.1pp |
| Employer contribution / active EE | $2,691 | $4,446-39.5% | $3,540-24.0% | $4,194-35.8% |
| Participant deferral / active EE | $3,614 | $4,621-21.8% | $3,968-8.9% | $6,396-43.5% |
| Admin fee / account holder | $76 | $6,690-98.9% | $5,929-98.7% | $12,562-99.4% |