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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 | $49,876 | $108,695-54.1% | $74,722-33.3% | $152,897-67.4% |
| Participation rate | 93.3% | 65.4%+28.0pp | 54.5%+38.9pp | 82.5%+10.9pp |
| Annual return | 20.73% | 114.11%-93.4pp | 753.11%-732.4pp | 345.43%-324.7pp |
| Employer contribution / active EE | $1,160 | $1,504-22.9% | $1,084+7.0% | $4,764-75.7% |
| Participant deferral / active EE | $8,592 | $2,712+216.8% | $1,963+337.6% | $5,851+46.8% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |