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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 | $14,944 | $67,823-78.0% | $52,425-71.5% | $137,256-89.1% |
| Participation rate | 88.9% | 63.9%+25.0pp | 55.6%+33.3pp | 80.0%+8.9pp |
| Annual return | 19.38% | 219.11%-199.7pp | 302.12%-282.7pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,502 | $1,163+201.2% | $914+283.1% | $4,156-15.7% |
| Participant deferral / active EE | $3,718 | $2,288+62.5% | $1,790+107.7% | $6,407-42.0% |
| Admin fee / account holder | $139 | $2,844-95.1% | $2,495-94.4% | $12,270-98.9% |