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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 | $26,446 | $70,366-62.4% | $66,674-60.3% | $138,895-81.0% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.7%+18.0pp | 79.9%+11.7pp |
| Annual return | 29.20% | 386.41%-357.2pp | 321.24%-292.0pp | 145.39%-116.2pp |
| Employer contribution / active EE | $5,389 | $2,765+94.9% | $2,620+105.7% | $4,194+28.5% |
| Participant deferral / active EE | $8,891 | $4,374+103.3% | $4,084+117.7% | $6,396+39.0% |
| Admin fee / account holder | $224 | $5,262-95.7% | $5,098-95.6% | $12,562-98.2% |