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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 | $16,414 | $90,530-81.9% | $76,030-78.4% | $145,897-88.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.19% | 625.08%-609.9pp | 361.54%-346.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,606 | $3,319-21.5% | $2,688-3.1% | $4,663-44.1% |
| Participant deferral / active EE | $4,444 | $5,164-14.0% | $4,257+4.4% | $6,689-33.6% |
| Admin fee / account holder | $49 | $8,383-99.4% | $6,421-99.2% | $13,390-99.6% |