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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 | $39,916 | $90,691-56.0% | $76,119-47.6% | $145,884-72.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.80% | 624.52%-612.7pp | 361.25%-349.4pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,546 | $3,329-23.5% | $2,693-5.4% | $4,662-45.4% |
| Participant deferral / active EE | $8,470 | $5,167+63.9% | $4,259+98.9% | $6,690+26.6% |
| Admin fee / account holder | $258 | $8,383-96.9% | $6,421-96.0% | $13,392-98.1% |