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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 | $41,458 | $90,486-54.2% | $78,676-47.3% | $273,972-84.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1034.61% | 75.62%+959.0pp | 62.19%+972.4pp | 41.46%+993.2pp |
| Employer contribution / active EE | $2,493 | $3,175-21.5% | $2,850-12.5% | $4,869-48.8% |
| Participant deferral / active EE | $2,042 | $3,901-47.7% | $3,517-41.9% | $5,287-61.4% |
| Admin fee / account holder | $3 | $5,263-99.9% | $4,510-99.9% | $10,133-100.0% |