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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 | $70,366-69.8% | $66,674-68.1% | $138,895-84.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 33.12% | 386.41%-353.3pp | 321.24%-288.1pp | 145.39%-112.3pp |
| Employer contribution / active EE | $3,294 | $2,765+19.1% | $2,620+25.7% | $4,194-21.5% |
| Participant deferral / active EE | $6,136 | $4,374+40.3% | $4,084+50.2% | $6,396-4.1% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |