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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 | $33,239 | $90,614-63.3% | $76,089-56.3% | $145,877-77.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 22.42% | 623.80%-601.4pp | 360.94%-338.5pp | 551.28%-528.9pp |
| Employer contribution / active EE | $1,875 | $3,324-43.6% | $2,690-30.3% | $4,663-59.8% |
| Participant deferral / active EE | $4,793 | $5,168-7.3% | $4,259+12.5% | $6,691-28.4% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |