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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 | $23,090 | $165,381-86.0% | $149,730-84.6% | $158,966-85.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 50.77% | 348.29%-297.5pp | 276.70%-225.9pp | 302.95%-252.2pp |
| Employer contribution / active EE | $6,458 | $5,104+26.5% | $4,645+39.0% | $4,762+35.6% |
| Participant deferral / active EE | $12,838 | $7,182+78.7% | $6,843+87.6% | $5,983+114.6% |
| Admin fee / account holder | $62 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |