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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 | $23,377 | $63,346-63.1% | $92,239-74.7% | $70,124-66.7% |
| Participation rate | 82.8% | 68.7%+14.1pp | 76.5%+6.3pp | 69.5%+13.2pp |
| Annual return | 15.30% | 530.19%-514.9pp | 176.29%-161.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $6,815 | $2,471+175.8% | $3,680+85.2% | $2,342+190.9% |
| Participant deferral / active EE | $3,622 | $2,854+26.9% | $3,897-7.1% | $3,332+8.7% |
| Admin fee / account holder | $172 | $3,841-95.5% | $5,194-96.7% | $4,645-96.3% |