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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 | $38,269 | $162,529-76.5% | $130,788-70.7% | $154,746-75.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.57% | 510.48%-489.9pp | 386.44%-365.9pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,920 | $4,447-56.8% | $3,558-46.0% | $4,379-56.2% |
| Participant deferral / active EE | $5,750 | $4,808+19.6% | $4,137+39.0% | $6,730-14.6% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |