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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 | $20,199 | $72,071-72.0% | $68,368-70.5% | $137,256-85.3% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 26.56% | 353.14%-326.6pp | 292.57%-266.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,553 | $2,788-8.4% | $2,649-3.6% | $4,156-38.6% |
| Participant deferral / active EE | $4,533 | $4,410+2.8% | $4,123+10.0% | $6,407-29.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |