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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 | $27,930 | $115,814-75.9% | $101,275-72.4% | $158,982-82.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.42% | 56.16%-35.7pp | 46.48%-26.1pp | 302.99%-282.6pp |
| Employer contribution / active EE | $5,422 | $4,176+29.8% | $3,660+48.1% | $4,763+13.8% |
| Participant deferral / active EE | $5,719 | $4,958+15.3% | $4,371+30.9% | $5,983-4.4% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |