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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 | $40,076 | $135,645-70.5% | $110,243-63.6% | $135,380-70.4% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | 187.98% | 513.24%-325.3pp | 314.76%-126.8pp | 519.81%-331.8pp |
| Employer contribution / active EE | $1,811 | $4,907-63.1% | $3,827-52.7% | $4,779-62.1% |
| Participant deferral / active EE | $3,552 | $5,507-35.5% | $4,672-24.0% | $5,609-36.7% |
| Admin fee / account holder | $56 | $11,458-99.5% | $8,548-99.4% | $10,828-99.5% |