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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 | $47,313 | $85,024-44.4% | $70,544-32.9% | $139,466-66.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 206.23% | 30.39%+175.8pp | 32.79%+173.4pp | 373.66%-167.4pp |
| Employer contribution / active EE | $3,745 | $3,912-4.3% | $2,976+25.9% | $4,754-21.2% |
| Participant deferral / active EE | $5,010 | $5,891-15.0% | $4,568+9.7% | $6,712-25.4% |
| Admin fee / account holder | $116 | $8,928-98.7% | $6,427-98.2% | $11,409-99.0% |