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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 | $42,717 | $217,432-80.4% | $185,851-77.0% | $167,553-74.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 153.41% | 148.43%+5.0pp | 122.11%+31.3pp | 478.89%-325.5pp |
| Employer contribution / active EE | $3,201 | $5,874-45.5% | $5,168-38.1% | $4,840-33.9% |
| Participant deferral / active EE | $11,223 | $6,357+76.5% | $5,569+101.5% | $6,343+76.9% |
| Admin fee / account holder | $120 | $19,820-99.4% | $16,245-99.3% | $12,316-99.0% |