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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 | $30,630 | $209,422-85.4% | $178,503-82.8% | $158,982-80.7% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 19.34% | 188.81%-169.5pp | 151.12%-131.8pp | 302.99%-283.6pp |
| Employer contribution / active EE | $4,821 | $5,707-15.5% | $5,011-3.8% | $4,763+1.2% |
| Participant deferral / active EE | $2,176 | $5,955-63.5% | $5,202-58.2% | $5,983-63.6% |
| Admin fee / account holder | $86 | $17,079-99.5% | $13,987-99.4% | $11,252-99.2% |