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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 | $11,598 | $112,729-89.7% | $98,716-88.3% | $137,256-91.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 137.48% | 38.48%+99.0pp | 31.81%+105.7pp | 220.34%-82.9pp |
| Employer contribution / active EE | $2,561 | $2,725-6.0% | $2,279+12.4% | $4,156-38.4% |
| Participant deferral / active EE | $3,952 | $4,640-14.8% | $4,048-2.4% | $6,407-38.3% |
| Admin fee / account holder | $61 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |