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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 | $32,921 | $202,463-83.7% | $169,397-80.6% | $139,487-76.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 31.54% | 532.64%-501.1pp | 406.23%-374.7pp | 373.84%-342.3pp |
| Employer contribution / active EE | $1,856 | $4,694-60.5% | $4,013-53.8% | $4,755-61.0% |
| Participant deferral / active EE | $11,671 | $6,941+68.1% | $6,223+87.5% | $6,713+73.9% |
| Admin fee / account holder | $120 | $10,726-98.9% | $9,017-98.7% | $11,407-98.9% |