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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 | $37,113 | $99,995-62.9% | $85,063-56.4% | $145,978-74.6% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 228.93% | 83.99%+144.9pp | 66.54%+162.4pp | 550.52%-321.6pp |
| Employer contribution / active EE | $2,100 | $3,231-35.0% | $2,727-23.0% | $4,662-55.0% |
| Participant deferral / active EE | $2,918 | $5,295-44.9% | $4,523-35.5% | $6,690-56.4% |
| Admin fee / account holder | $103 | $7,255-98.6% | $6,155-98.3% | $13,400-99.2% |