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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 | $53,083 | $125,237-57.6% | $105,608-49.7% | $145,877-63.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.13% | 225.76%-215.6pp | 116.50%-106.4pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,880 | $3,720-22.6% | $3,167-9.1% | $4,663-38.2% |
| Participant deferral / active EE | $18,000 | $5,711+215.2% | $5,010+259.3% | $6,691+169.0% |
| Admin fee / account holder | $212 | $17,287-98.8% | $11,028-98.1% | $13,402-98.4% |