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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 | $27,784 | $90,614-69.3% | $76,089-63.5% | $145,877-81.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.67% | 623.80%-609.1pp | 360.94%-346.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $3,114 | $3,324-6.3% | $2,690+15.8% | $4,663-33.2% |
| Participant deferral / active EE | $3,412 | $5,168-34.0% | $4,259-19.9% | $6,691-49.0% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |