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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 | $19,153 | $149,040-87.1% | $120,225-84.1% | $137,256-86.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 33.54% | 605.68%-572.1pp | 439.23%-405.7pp | 220.34%-186.8pp |
| Employer contribution / active EE | $3,034 | $4,350-30.3% | $3,475-12.7% | $4,156-27.0% |
| Participant deferral / active EE | $9,330 | $4,655+100.4% | $3,999+133.3% | $6,407+45.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |