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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 | $13,005 | $70,366-81.5% | $66,674-80.5% | $138,895-90.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 29.04% | 386.41%-357.4pp | 321.24%-292.2pp | 145.39%-116.4pp |
| Employer contribution / active EE | $2,232 | $2,765-19.3% | $2,620-14.8% | $4,194-46.8% |
| Participant deferral / active EE | $3,946 | $4,374-9.8% | $4,084-3.4% | $6,396-38.3% |
| Admin fee / account holder | $1 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |