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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 | $37,006 | $115,814-68.0% | $101,275-63.5% | $158,982-76.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.38% | 56.16%-31.8pp | 46.48%-22.1pp | 302.99%-278.6pp |
| Employer contribution / active EE | $9,111 | $4,176+118.2% | $3,660+148.9% | $4,763+91.3% |
| Participant deferral / active EE | $4,533 | $4,958-8.6% | $4,371+3.7% | $5,983-24.2% |
| Admin fee / account holder | $119 | $7,249-98.4% | $5,948-98.0% | $11,252-98.9% |