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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 | $21,039 | $104,937-80.0% | $84,628-75.1% | $152,897-86.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.78% | 373.88%-354.1pp | 258.80%-239.0pp | 345.43%-325.6pp |
| Employer contribution / active EE | $5,657 | $3,303+71.3% | $2,653+113.2% | $4,764+18.8% |
| Participant deferral / active EE | $3,670 | $4,690-21.8% | $3,900-5.9% | $5,851-37.3% |
| Admin fee / account holder | $9 | $6,243-99.9% | $4,914-99.8% | $11,599-99.9% |