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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 | $21,591 | $154,209-86.0% | $130,062-83.4% | $139,487-84.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 29.24% | 32.52%-3.3pp | -137.37%+166.6pp | 373.84%-344.6pp |
| Employer contribution / active EE | $2,706 | $5,292-48.9% | $4,322-37.4% | $4,755-43.1% |
| Participant deferral / active EE | $4,781 | $6,709-28.7% | $5,821-17.9% | $6,713-28.8% |
| Admin fee / account holder | $20 | $13,988-99.9% | $10,601-99.8% | $11,407-99.8% |