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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 | $26,840 | $112,933-76.2% | $90,970-70.5% | $158,982-83.1% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 22.89% | 215.82%-192.9pp | 134.60%-111.7pp | 302.99%-280.1pp |
| Employer contribution / active EE | $2,461 | $2,893-14.9% | $2,122+16.0% | $4,763-48.3% |
| Participant deferral / active EE | $4,986 | $4,128+20.8% | $3,373+47.8% | $5,983-16.7% |
| Admin fee / account holder | $22 | $8,047-99.7% | $5,961-99.6% | $11,252-99.8% |