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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 | $21,266 | $72,071-70.5% | $68,368-68.9% | $137,256-84.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 33.12% | 353.14%-320.0pp | 292.57%-259.5pp | 220.34%-187.2pp |
| Employer contribution / active EE | $3,294 | $2,788+18.1% | $2,649+24.3% | $4,156-20.7% |
| Participant deferral / active EE | $6,136 | $4,410+39.1% | $4,123+48.8% | $6,407-4.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |