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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 | $23,310 | $165,361-85.9% | $149,715-84.4% | $158,950-85.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 231.51% | 348.24%-116.7pp | 276.66%-45.1pp | 302.91%-71.4pp |
| Employer contribution / active EE | $3,830 | $5,103-25.0% | $4,645-17.5% | $4,762-19.6% |
| Participant deferral / active EE | $13,143 | $7,182+83.0% | $6,842+92.1% | $5,983+119.7% |
| Admin fee / account holder | $47 | $10,808-99.6% | $9,310-99.5% | $11,248-99.6% |