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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 | $34,951 | $125,237-72.1% | $105,608-66.9% | $145,877-76.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 25.76% | 225.76%-200.0pp | 116.50%-90.7pp | 551.28%-525.5pp |
| Employer contribution / active EE | $8,670 | $3,720+133.0% | $3,167+173.8% | $4,663+85.9% |
| Participant deferral / active EE | $1,730 | $5,711-69.7% | $5,010-65.5% | $6,691-74.1% |
| Admin fee / account holder | $164 | $17,287-99.1% | $11,028-98.5% | $13,402-98.8% |