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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 | $33,149 | $76,368-56.6% | $67,681-51.0% | $154,746-78.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 20.09% | 1066.77%-1046.7pp | 590.58%-570.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $436 | $3,151-86.2% | $2,678-83.7% | $4,379-90.0% |
| Participant deferral / active EE | $3,644 | $4,824-24.5% | $3,976-8.3% | $6,730-45.9% |
| Admin fee / account holder | $153 | $8,559-98.2% | $6,100-97.5% | $14,365-98.9% |