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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 | $109,908-65.2% | $97,161-60.6% | $145,978-73.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.31% | 243.80%-223.5pp | 75.36%-55.1pp | 550.52%-530.2pp |
| Employer contribution / active EE | $2,195 | $3,077-28.7% | $2,723-19.4% | $4,662-52.9% |
| Participant deferral / active EE | $5,888 | $4,679+25.8% | $4,265+38.1% | $6,690-12.0% |
| Admin fee / account holder | $120 | $6,213-98.1% | $5,647-97.9% | $13,400-99.1% |