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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 | $44,476 | $67,823-34.4% | $52,425-15.2% | $137,256-67.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 25.11% | 219.11%-194.0pp | 302.12%-277.0pp | 220.34%-195.2pp |
| Employer contribution / active EE | $3,195 | $1,163+174.7% | $914+249.5% | $4,156-23.1% |
| Participant deferral / active EE | $4,765 | $2,288+108.3% | $1,790+166.1% | $6,407-25.6% |
| Admin fee / account holder | $166 | $2,844-94.2% | $2,495-93.4% | $12,270-98.7% |