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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 | $38,862 | $209,422-81.4% | $178,503-78.2% | $158,982-75.6% |
| Participation rate | 95.8% | 86.4%+9.5pp | 81.9%+13.9pp | 82.0%+13.9pp |
| Annual return | 18.90% | 188.81%-169.9pp | 151.12%-132.2pp | 302.99%-284.1pp |
| Employer contribution / active EE | $4,912 | $5,707-13.9% | $5,011-2.0% | $4,763+3.1% |
| Participant deferral / active EE | $4,276 | $5,955-28.2% | $5,202-17.8% | $5,983-28.5% |
| Admin fee / account holder | $108 | $17,079-99.4% | $13,987-99.2% | $11,252-99.0% |