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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 | $23,612 | $104,953-77.5% | $84,637-72.1% | $152,909-84.6% |
| Participation rate | 95.7% | 74.8%+20.8pp | 68.2%+27.4pp | 82.5%+13.2pp |
| Annual return | 20.30% | 373.94%-353.6pp | 258.82%-238.5pp | 345.46%-325.2pp |
| Employer contribution / active EE | $3,431 | $3,304+3.9% | $2,653+29.3% | $4,764-28.0% |
| Participant deferral / active EE | $3,025 | $4,691-35.5% | $3,900-22.4% | $5,851-48.3% |
| Admin fee / account holder | $250 | $6,244-96.0% | $4,914-94.9% | $11,601-97.8% |