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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 | $33,843 | $144,130-76.5% | $117,861-71.3% | $147,586-77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.81% | 531.20%-517.4pp | 335.11%-321.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $2,220 | $4,897-54.7% | $3,786-41.4% | $4,876-54.5% |
| Participant deferral / active EE | $2,000 | $5,316-62.4% | $4,482-55.4% | $5,439-63.2% |
| Admin fee / account holder | $238 | $10,887-97.8% | $8,021-97.0% | $10,886-97.8% |