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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 | $37,269 | $87,166-57.2% | $76,735-51.4% | $137,256-72.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 210.17% | 26.50%+183.7pp | 29.77%+180.4pp | 220.34%-10.2pp |
| Employer contribution / active EE | $3,673 | $2,904+26.5% | $2,454+49.7% | $4,156-11.6% |
| Participant deferral / active EE | $4,551 | $4,726-3.7% | $4,088+11.3% | $6,407-29.0% |
| Admin fee / account holder | $67 | $8,403-99.2% | $7,189-99.1% | $12,270-99.5% |