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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 | $38,261 | $110,039-65.2% | $97,260-60.7% | $145,884-73.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.31% | 244.44%-224.1pp | 75.54%-55.2pp | 551.85%-531.5pp |
| Employer contribution / active EE | $2,195 | $3,074-28.6% | $2,721-19.3% | $4,662-52.9% |
| Participant deferral / active EE | $5,888 | $4,674+26.0% | $4,262+38.2% | $6,690-12.0% |
| Admin fee / account holder | $120 | $6,204-98.1% | $5,640-97.9% | $13,392-99.1% |