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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 | $25,123 | $72,071-65.1% | $68,368-63.3% | $137,256-81.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.21% | 353.14%-328.9pp | 292.57%-268.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,276 | $2,788-18.4% | $2,649-14.1% | $4,156-45.2% |
| Participant deferral / active EE | $7,009 | $4,410+58.9% | $4,123+70.0% | $6,407+9.4% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |