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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 | $46,155 | $85,766-46.2% | $136,298-66.1% | $70,126-34.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.38% | 31.46%-8.1pp | 5156.27%-5132.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $3,058 | $2,966+3.1% | $4,696-34.9% | $2,343+30.5% |
| Participant deferral / active EE | $8,455 | $5,051+67.4% | $6,247+35.3% | $3,332+153.8% |
| Admin fee / account holder | $154 | $5,421-97.2% | $9,244-98.3% | $4,645-96.7% |