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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 | $26,741 | $118,695-77.5% | $98,916-73.0% | $158,950-83.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 53.75% | 372.39%-318.6pp | 196.45%-142.7pp | 302.91%-249.2pp |
| Employer contribution / active EE | $3,729 | $3,333+11.9% | $2,689+38.7% | $4,762-21.7% |
| Participant deferral / active EE | $5,368 | $5,088+5.5% | $4,245+26.5% | $5,983-10.3% |
| Admin fee / account holder | $122 | $10,132-98.8% | $6,642-98.2% | $11,248-98.9% |