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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 | $17,571 | $81,331-78.4% | $155,534-88.7% | $80,935-78.3% |
| Participation rate | 97.5% | 66.3%+31.2pp | 78.2%+19.3pp | 67.7%+29.8pp |
| Annual return | 238.17% | 33.37%+204.8pp | 64.92%+173.2pp | 35.66%+202.5pp |
| Employer contribution / active EE | $2,227 | $3,105-28.3% | $4,675-52.4% | $2,757-19.2% |
| Participant deferral / active EE | $4,227 | $3,454+22.4% | $5,630-24.9% | $4,299-1.7% |
| Admin fee / account holder | $54 | $7,999-99.3% | $15,900-99.7% | $6,924-99.2% |