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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 | $35,299 | $104,953-66.4% | $84,637-58.3% | $152,909-76.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 14.48% | 373.94%-359.5pp | 258.82%-244.3pp | 345.46%-331.0pp |
| Employer contribution / active EE | $1,829 | $3,304-44.6% | $2,653-31.1% | $4,764-61.6% |
| Participant deferral / active EE | $3,845 | $4,691-18.0% | $3,900-1.4% | $5,851-34.3% |
| Admin fee / account holder | $47 | $6,244-99.3% | $4,914-99.1% | $11,601-99.6% |