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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 | $22,918 | $45,152-49.2% | $73,836-69.0% | $59,633-61.6% |
| Participation rate | 96.6% | 64.0%+32.5pp | 73.4%+23.1pp | 68.7%+27.9pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $4,329 | $1,901+127.7% | $2,787+55.3% | $2,203+96.5% |
| Participant deferral / active EE | $3,797 | $2,573+47.6% | $3,583+6.0% | $3,192+19.0% |
| Admin fee / account holder | $70 | $3,515-98.0% | $4,882-98.6% | $4,297-98.4% |