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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 | $29,327 | $112,933-74.0% | $90,970-67.8% | $158,982-81.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.31% | 215.82%-192.5pp | 134.60%-111.3pp | 302.99%-279.7pp |
| Employer contribution / active EE | $5,613 | $2,893+94.0% | $2,122+164.5% | $4,763+17.9% |
| Participant deferral / active EE | $3,877 | $4,128-6.1% | $3,373+15.0% | $5,983-35.2% |
| Admin fee / account holder | $54 | $8,047-99.3% | $5,961-99.1% | $11,252-99.5% |