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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 | $26,736 | $155,555-82.8% | $146,866-81.8% | $155,188-82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 241.40% | 115.41%+126.0pp | 102.85%+138.5pp | 148.84%+92.6pp |
| Employer contribution / active EE | $1,816 | $4,647-60.9% | $4,425-59.0% | $4,248-57.2% |
| Participant deferral / active EE | $4,194 | $8,044-47.9% | $7,759-46.0% | $6,531-35.8% |
| Admin fee / account holder | $28 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |