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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 | $30,744 | $154,228-80.1% | $145,433-78.9% | $137,256-77.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 117.93% | 74.59%+43.3pp | 66.58%+51.4pp | 220.34%-102.4pp |
| Employer contribution / active EE | $2,525 | $4,804-47.4% | $4,554-44.6% | $4,156-39.2% |
| Participant deferral / active EE | $4,958 | $8,216-39.7% | $7,897-37.2% | $6,407-22.6% |
| Admin fee / account holder | $23 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |