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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 | $34,202 | $72,426-52.8% | $67,560-49.4% | $145,897-76.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.62% | 7226.78%-7210.2pp | 3533.50%-3516.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,350 | $3,074-23.6% | $2,737-14.1% | $4,663-49.6% |
| Participant deferral / active EE | $3,989 | $4,785-16.6% | $4,004-0.4% | $6,689-40.4% |
| Admin fee / account holder | $218 | $5,514-96.0% | $3,994-94.5% | $13,390-98.4% |