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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 | $31,302 | $109,872-71.5% | $98,483-68.2% | $167,536-81.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.01% | 1959.31%-1938.3pp | 1494.38%-1473.4pp | 478.82%-457.8pp |
| Employer contribution / active EE | $3,983 | $3,225+23.5% | $2,961+34.5% | $4,839-17.7% |
| Participant deferral / active EE | $5,415 | $4,673+15.9% | $4,276+26.6% | $6,342-14.6% |
| Admin fee / account holder | $286 | $6,757-95.8% | $5,953-95.2% | $12,315-97.7% |