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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 | $30,367 | $111,878-72.9% | $93,727-67.6% | $145,897-79.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.25% | 204.28%-185.0pp | 133.83%-114.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $2,180 | $3,092-29.5% | $2,421-10.0% | $4,663-53.2% |
| Participant deferral / active EE | $4,451 | $4,920-9.5% | $4,417+0.8% | $6,689-33.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |