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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 | $33,266 | $95,406-65.1% | $185,849-82.1% | $85,847-61.2% |
| Participation rate | 96.7% | 68.8%+27.9pp | 81.7%+15.0pp | 69.3%+27.3pp |
| Annual return | 17.67% | 23.59%-5.9pp | 122.10%-104.4pp | 318.61%-300.9pp |
| Employer contribution / active EE | $6,667 | $3,314+101.2% | $5,169+29.0% | $2,565+159.9% |
| Participant deferral / active EE | $4,440 | $3,424+29.7% | $5,569-20.3% | $3,952+12.3% |
| Admin fee / account holder | $7 | $7,214-99.9% | $16,244-100.0% | $6,261-99.9% |