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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 | $26,878 | $85,766-68.7% | $136,298-80.3% | $70,126-61.7% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 74.75% | 31.46%+43.3pp | 5156.27%-5081.5pp | 73.15%+1.6pp |
| Employer contribution / active EE | $2,084 | $2,966-29.7% | $4,696-55.6% | $2,343-11.0% |
| Participant deferral / active EE | $5,508 | $5,051+9.0% | $6,247-11.8% | $3,332+65.3% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |