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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 | $14,758 | $70,366-79.0% | $66,674-77.9% | $138,895-89.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 31.86% | 386.41%-354.5pp | 321.24%-289.4pp | 145.39%-113.5pp |
| Employer contribution / active EE | $1,934 | $2,765-30.1% | $2,620-26.2% | $4,194-53.9% |
| Participant deferral / active EE | $4,580 | $4,374+4.7% | $4,084+12.1% | $6,396-28.4% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |