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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 | $29,365 | $72,071-59.3% | $68,368-57.0% | $137,256-78.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.53% | 353.14%-330.6pp | 292.57%-270.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,644 | $2,788-5.2% | $2,649-0.2% | $4,156-36.4% |
| Participant deferral / active EE | $4,950 | $4,410+12.2% | $4,123+20.1% | $6,407-22.7% |
| Admin fee / account holder | $46 | $5,336-99.1% | $5,150-99.1% | $12,270-99.6% |