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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 | $24,450 | $125,778-80.6% | $114,563-78.7% | $154,746-84.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 23.33% | 295.14%-271.8pp | 241.09%-217.8pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,737 | $2,806-38.1% | $2,592-33.0% | $4,379-60.3% |
| Participant deferral / active EE | $3,685 | $4,445-17.1% | $4,142-11.0% | $6,730-45.2% |
| Admin fee / account holder | $2 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |