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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 | $20,302 | $210,698-90.4% | $178,014-88.6% | $145,959-86.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.91% | 386.27%-371.4pp | 294.80%-279.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,952 | $4,567-35.4% | $3,950-25.3% | $4,661-36.7% |
| Participant deferral / active EE | $3,195 | $6,958-54.1% | $6,276-49.1% | $6,689-52.2% |
| Admin fee / account holder | $124 | $12,016-99.0% | $10,362-98.8% | $13,398-99.1% |