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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 | $19,466 | $72,071-73.0% | $68,368-71.5% | $137,256-85.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 31.20% | 353.14%-321.9pp | 292.57%-261.4pp | 220.34%-189.1pp |
| Employer contribution / active EE | $3,783 | $2,788+35.7% | $2,649+42.8% | $4,156-9.0% |
| Participant deferral / active EE | $4,661 | $4,410+5.7% | $4,123+13.1% | $6,407-27.2% |
| Admin fee / account holder | $158 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |