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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 | $28,579 | $124,175-77.0% | $108,405-73.6% | $167,536-82.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 19.66% | 1380.13%-1360.5pp | 905.55%-885.9pp | 478.82%-459.2pp |
| Employer contribution / active EE | $4,268 | $4,188+1.9% | $3,559+19.9% | $4,839-11.8% |
| Participant deferral / active EE | $7,616 | $6,908+10.2% | $6,563+16.0% | $6,342+20.1% |
| Admin fee / account holder | $101 | $9,457-98.9% | $7,297-98.6% | $12,315-99.2% |