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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 | $36,052 | $90,489-60.2% | $76,051-52.6% | $145,978-75.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.28% | 622.78%-610.5pp | 360.42%-348.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $10,907 | $3,319+228.6% | $2,690+305.5% | $4,662+134.0% |
| Participant deferral / active EE | $3,642 | $5,164-29.5% | $4,257-14.4% | $6,690-45.6% |
| Admin fee / account holder | $17 | $8,374-99.8% | $6,416-99.7% | $13,400-99.9% |