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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 | $43,070 | $72,071-40.2% | $68,368-37.0% | $137,256-68.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.04% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,578 | $2,788-7.5% | $2,649-2.7% | $4,156-38.0% |
| Participant deferral / active EE | $8,862 | $4,410+101.0% | $4,123+115.0% | $6,407+38.3% |
| Admin fee / account holder | $8 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |