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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 | $38,778 | $202,342-80.8% | $172,752-77.6% | $152,897-74.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 30.48% | 1029.83%-999.3pp | 802.97%-772.5pp | 345.43%-314.9pp |
| Employer contribution / active EE | $2,029 | $5,858-65.4% | $5,144-60.6% | $4,764-57.4% |
| Participant deferral / active EE | $4,816 | $5,948-19.0% | $5,198-7.3% | $5,851-17.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |