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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 | $29,265 | $72,446-59.6% | $67,561-56.7% | $145,877-79.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 20.49% | 7211.98%-7191.5pp | 3525.44%-3505.0pp | 551.28%-530.8pp |
| Employer contribution / active EE | $2,697 | $3,072-12.2% | $2,735-1.4% | $4,663-42.2% |
| Participant deferral / active EE | $2,675 | $4,785-44.1% | $4,003-33.2% | $6,691-60.0% |
| Admin fee / account holder | $102 | $5,541-98.2% | $4,006-97.4% | $13,402-99.2% |