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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 | $34,201 | $109,372-68.7% | $89,414-61.7% | $158,966-78.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.78% | 345.55%-326.8pp | 245.50%-226.7pp | 302.95%-284.2pp |
| Employer contribution / active EE | $2,340 | $3,171-26.2% | $2,586-9.5% | $4,762-50.9% |
| Participant deferral / active EE | $2,664 | $4,598-42.1% | $3,890-31.5% | $5,983-55.5% |
| Admin fee / account holder | $99 | $6,156-98.4% | $4,883-98.0% | $11,250-99.1% |