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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 | $10,337 | $110,039-90.6% | $97,260-89.4% | $145,884-92.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 27.16% | 244.44%-217.3pp | 75.54%-48.4pp | 551.85%-524.7pp |
| Employer contribution / active EE | $3,138 | $3,074+2.1% | $2,721+15.3% | $4,662-32.7% |
| Participant deferral / active EE | $9,926 | $4,674+112.4% | $4,262+132.9% | $6,690+48.4% |
| Admin fee / account holder | $261 | $6,204-95.8% | $5,640-95.4% | $13,392-98.1% |