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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 | $18,988 | $175,259-89.2% | $149,723-87.3% | $139,487-86.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 255.45% | 166.82%+88.6pp | 134.50%+121.0pp | 373.84%-118.4pp |
| Employer contribution / active EE | $2,105 | $5,478-61.6% | $4,821-56.3% | $4,755-55.7% |
| Participant deferral / active EE | $5,186 | $6,522-20.5% | $5,682-8.7% | $6,713-22.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |