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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 | $34,353 | $202,342-83.0% | $172,753-80.1% | $152,909-77.5% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.5%+7.0pp |
| Annual return | 14.58% | 1029.88%-1015.3pp | 803.00%-788.4pp | 345.46%-330.9pp |
| Employer contribution / active EE | $4,087 | $5,857-30.2% | $5,144-20.5% | $4,764-14.2% |
| Participant deferral / active EE | $4,456 | $5,948-25.1% | $5,198-14.3% | $5,851-23.8% |
| Admin fee / account holder | $266 | $17,112-98.4% | $13,956-98.1% | $11,601-97.7% |