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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 | $59,584 | $110,212-45.9% | $96,534-38.3% | $139,466-57.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 238.39% | 26.42%+212.0pp | 25.88%+212.5pp | 373.66%-135.3pp |
| Employer contribution / active EE | $810 | $3,620-77.6% | $2,965-72.7% | $4,754-83.0% |
| Participant deferral / active EE | $3,640 | $5,547-34.4% | $4,851-25.0% | $6,712-45.8% |
| Admin fee / account holder | $206 | $11,599-98.2% | $8,253-97.5% | $11,409-98.2% |