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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 | $27,806 | $70,366-60.5% | $66,674-58.3% | $138,895-80.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 24.32% | 386.41%-362.1pp | 321.24%-296.9pp | 145.39%-121.1pp |
| Employer contribution / active EE | $2,328 | $2,765-15.8% | $2,620-11.1% | $4,194-44.5% |
| Participant deferral / active EE | $4,999 | $4,374+14.3% | $4,084+22.4% | $6,396-21.8% |
| Admin fee / account holder | $51 | $5,262-99.0% | $5,098-99.0% | $12,562-99.6% |