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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 | $40,291 | $72,071-44.1% | $68,368-41.1% | $137,256-70.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.88% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,940 | $2,788-30.4% | $2,649-26.8% | $4,156-53.3% |
| Participant deferral / active EE | $4,465 | $4,410+1.2% | $4,123+8.3% | $6,407-30.3% |
| Admin fee / account holder | $185 | $5,336-96.5% | $5,150-96.4% | $12,270-98.5% |