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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 | $31,329 | $88,702-64.7% | $81,780-61.7% | $145,978-78.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.21% | 1029.12%-1015.9pp | 776.27%-763.1pp | 550.52%-537.3pp |
| Employer contribution / active EE | $2,321 | $3,084-24.8% | $2,914-20.4% | $4,662-50.2% |
| Participant deferral / active EE | $5,588 | $4,645+20.3% | $4,321+29.3% | $6,690-16.5% |
| Admin fee / account holder | $11 | $8,414-99.9% | $7,384-99.9% | $13,400-99.9% |