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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 | $111,785-72.8% | $93,669-67.6% | $145,877-79.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.25% | 203.79%-184.5pp | 133.59%-114.3pp | 551.28%-532.0pp |
| Employer contribution / active EE | $2,180 | $3,096-29.6% | $2,424-10.0% | $4,663-53.2% |
| Participant deferral / active EE | $4,451 | $4,919-9.5% | $4,416+0.8% | $6,691-33.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |