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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 | $20,086 | $104,937-80.9% | $84,628-76.3% | $152,897-86.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 27.71% | 373.88%-346.2pp | 258.80%-231.1pp | 345.43%-317.7pp |
| Employer contribution / active EE | $3,769 | $3,303+14.1% | $2,653+42.1% | $4,764-20.9% |
| Participant deferral / active EE | $4,655 | $4,690-0.7% | $3,900+19.4% | $5,851-20.4% |
| Admin fee / account holder | $20 | $6,243-99.7% | $4,914-99.6% | $11,599-99.8% |