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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 | $29,963 | $107,363-72.1% | $92,909-67.7% | $152,897-80.4% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.5%+11.3pp |
| Annual return | 31.38% | 145.63%-114.2pp | 109.44%-78.1pp | 345.43%-314.0pp |
| Employer contribution / active EE | $1,745 | $4,222-58.7% | $3,653-52.2% | $4,764-63.4% |
| Participant deferral / active EE | $4,562 | $4,848-5.9% | $4,238+7.7% | $5,851-22.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |