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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 | $24,029 | $72,071-66.7% | $68,368-64.9% | $137,256-82.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 33.93% | 353.14%-319.2pp | 292.57%-258.6pp | 220.34%-186.4pp |
| Employer contribution / active EE | $4,451 | $2,788+59.7% | $2,649+68.0% | $4,156+7.1% |
| Participant deferral / active EE | $5,555 | $4,410+26.0% | $4,123+34.8% | $6,407-13.3% |
| Admin fee / account holder | $40 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |