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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 | $11,522 | $109,372-89.5% | $89,414-87.1% | $158,966-92.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 33.30% | 345.55%-312.3pp | 245.50%-212.2pp | 302.95%-269.7pp |
| Employer contribution / active EE | $3,396 | $3,171+7.1% | $2,586+31.3% | $4,762-28.7% |
| Participant deferral / active EE | $5,420 | $4,598+17.9% | $3,890+39.3% | $5,983-9.4% |
| Admin fee / account holder | $113 | $6,156-98.2% | $4,883-97.7% | $11,250-99.0% |