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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 | $41,055 | $90,691-54.7% | $76,119-46.1% | $145,884-71.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 21.95% | 624.52%-602.6pp | 361.25%-339.3pp | 551.85%-529.9pp |
| Employer contribution / active EE | $3,094 | $3,329-7.1% | $2,693+14.9% | $4,662-33.6% |
| Participant deferral / active EE | $16,012 | $5,167+209.9% | $4,259+275.9% | $6,690+139.4% |
| Admin fee / account holder | $142 | $8,383-98.3% | $6,421-97.8% | $13,392-98.9% |