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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 | $104,907-66.4% | $84,610-58.3% | $152,870-76.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.48% | 373.79%-359.3pp | 258.74%-244.3pp | 345.34%-330.9pp |
| Employer contribution / active EE | $1,829 | $3,301-44.6% | $2,652-31.0% | $4,763-61.6% |
| Participant deferral / active EE | $3,845 | $4,688-18.0% | $3,899-1.4% | $5,850-34.3% |
| Admin fee / account holder | $47 | $6,241-99.3% | $4,912-99.1% | $11,597-99.6% |