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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 | $28,377 | $99,995-71.6% | $85,063-66.6% | $145,978-80.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.84% | 83.99%-67.2pp | 66.54%-49.7pp | 550.52%-533.7pp |
| Employer contribution / active EE | $2,974 | $3,231-8.0% | $2,727+9.0% | $4,662-36.2% |
| Participant deferral / active EE | $5,406 | $5,295+2.1% | $4,523+19.5% | $6,690-19.2% |
| Admin fee / account holder | $174 | $7,255-97.6% | $6,155-97.2% | $13,400-98.7% |