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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 | $25,747 | $113,338-77.3% | $94,993-72.9% | $147,585-82.6% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 177.53% | 20.80%+156.7pp | 27.14%+150.4pp | 578.58%-401.1pp |
| Employer contribution / active EE | $1,959 | $3,160-38.0% | $2,603-24.8% | $4,876-59.8% |
| Participant deferral / active EE | $4,285 | $3,777+13.4% | $3,317+29.2% | $5,439-21.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |