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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 | $25,726 | $202,460-87.3% | $169,385-84.8% | $139,456-81.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 230.84% | 532.07%-301.2pp | 405.82%-175.0pp | 373.45%-142.6pp |
| Employer contribution / active EE | $3,157 | $4,691-32.7% | $4,012-21.3% | $4,753-33.6% |
| Participant deferral / active EE | $6,611 | $6,938-4.7% | $6,221+6.3% | $6,711-1.5% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |