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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 | $18,092 | $138,102-86.9% | $125,381-85.6% | $134,532-86.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 275.35% | 750.73%-475.4pp | 572.31%-297.0pp | 418.27%-142.9pp |
| Employer contribution / active EE | $2,598 | $5,245-50.5% | $4,815-46.0% | $4,741-45.2% |
| Participant deferral / active EE | $3,803 | $7,801-51.2% | $7,448-48.9% | $6,401-40.6% |
| Admin fee / account holder | $198 | $11,568-98.3% | $10,007-98.0% | $11,429-98.3% |