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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 | $40,196 | $149,040-73.0% | $120,225-66.6% | $137,256-70.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.99% | 605.68%-584.7pp | 439.23%-418.2pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,646 | $4,350-39.2% | $3,475-23.9% | $4,156-36.3% |
| Participant deferral / active EE | $9,912 | $4,655+113.0% | $3,999+147.9% | $6,407+54.7% |
| Admin fee / account holder | $125 | $6,348-98.0% | $5,696-97.8% | $12,270-99.0% |