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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 | $22,271 | $118,877-81.3% | $96,570-76.9% | $167,536-86.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 325.72% | 50.50%+275.2pp | 37.79%+287.9pp | 478.82%-153.1pp |
| Employer contribution / active EE | $5,368 | $3,121+72.0% | $2,357+127.7% | $4,839+10.9% |
| Participant deferral / active EE | $5,808 | $4,617+25.8% | $3,849+50.9% | $6,342-8.4% |
| Admin fee / account holder | $19 | $8,069-99.8% | $6,182-99.7% | $12,315-99.8% |