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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 | $72,071-60.3% | $68,368-58.1% | $137,256-79.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 231.32% | 353.14%-121.8pp | 292.57%-61.3pp | 220.34%+11.0pp |
| Employer contribution / active EE | $4,671 | $2,788+67.5% | $2,649+76.3% | $4,156+12.4% |
| Participant deferral / active EE | $6,855 | $4,410+55.4% | $4,123+66.3% | $6,407+7.0% |
| Admin fee / account holder | $221 | $5,336-95.9% | $5,150-95.7% | $12,270-98.2% |