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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 | $23,363 | $70,366-66.8% | $66,674-65.0% | $138,895-83.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 23.45% | 386.41%-363.0pp | 321.24%-297.8pp | 145.39%-121.9pp |
| Employer contribution / active EE | $5,951 | $2,765+115.2% | $2,620+127.1% | $4,194+41.9% |
| Participant deferral / active EE | $6,986 | $4,374+59.7% | $4,084+71.1% | $6,396+9.2% |
| Admin fee / account holder | $272 | $5,262-94.8% | $5,098-94.7% | $12,562-97.8% |