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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 | $21,174 | $202,440-89.5% | $169,390-87.5% | $139,466-84.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 33.74% | 532.36%-498.6pp | 406.07%-372.3pp | 373.66%-339.9pp |
| Employer contribution / active EE | $2,352 | $4,693-49.9% | $4,013-41.4% | $4,754-50.5% |
| Participant deferral / active EE | $6,745 | $6,940-2.8% | $6,222+8.4% | $6,712+0.5% |
| Admin fee / account holder | $24 | $10,722-99.8% | $9,015-99.7% | $11,409-99.8% |