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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 | $26,030 | $109,411-76.2% | $89,435-70.9% | $158,982-83.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 29.64% | 345.68%-316.0pp | 245.55%-215.9pp | 302.99%-273.4pp |
| Employer contribution / active EE | $9,008 | $3,173+183.9% | $2,587+248.2% | $4,763+89.1% |
| Participant deferral / active EE | $5,069 | $4,600+10.2% | $3,890+30.3% | $5,983-15.3% |
| Admin fee / account holder | $156 | $6,159-97.5% | $4,884-96.8% | $11,252-98.6% |