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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 | $49,524 | $198,457-75.0% | $170,435-70.9% | $147,586-66.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.24% | 257.30%-236.1pp | 205.94%-184.7pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,504 | $6,183-75.7% | $5,432-72.3% | $4,876-69.2% |
| Participant deferral / active EE | $3,760 | $5,629-33.2% | $4,939-23.9% | $5,439-30.9% |
| Admin fee / account holder | $101 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |