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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 | $28,615 | $102,595-72.1% | $94,057-69.6% | $154,746-81.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 231.32% | 583.42%-352.1pp | 480.62%-249.3pp | 172.34%+59.0pp |
| Employer contribution / active EE | $4,671 | $3,147+48.4% | $2,933+59.2% | $4,379+6.7% |
| Participant deferral / active EE | $6,855 | $5,118+33.9% | $4,709+45.6% | $6,730+1.9% |
| Admin fee / account holder | $221 | $7,736-97.1% | $7,244-96.9% | $14,365-98.5% |