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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 | $90,489-55.9% | $76,051-47.5% | $145,978-72.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.80% | 622.78%-611.0pp | 360.42%-348.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,546 | $3,319-23.3% | $2,690-5.3% | $4,662-45.4% |
| Participant deferral / active EE | $8,470 | $5,164+64.0% | $4,257+99.0% | $6,690+26.6% |
| Admin fee / account holder | $258 | $8,374-96.9% | $6,416-96.0% | $13,400-98.1% |