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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 | $41,711 | $217,432-80.8% | $185,849-77.6% | $167,536-75.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 32.32% | 148.42%-116.1pp | 122.10%-89.8pp | 478.82%-446.5pp |
| Employer contribution / active EE | $6,319 | $5,875+7.6% | $5,169+22.3% | $4,839+30.6% |
| Participant deferral / active EE | $3,867 | $6,357-39.2% | $5,569-30.6% | $6,342-39.0% |
| Admin fee / account holder | $68 | $19,818-99.7% | $16,244-99.6% | $12,315-99.4% |