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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 | $30,218 | $99,011-69.5% | $86,582-65.1% | $147,586-79.5% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 22.72% | 1312.75%-1290.0pp | 965.08%-942.4pp | 578.59%-555.9pp |
| Employer contribution / active EE | $2,947 | $3,132-5.9% | $2,839+3.8% | $4,876-39.6% |
| Participant deferral / active EE | $6,168 | $3,972+55.3% | $3,609+70.9% | $5,439+13.4% |
| Admin fee / account holder | $19 | $5,709-99.7% | $4,904-99.6% | $10,886-99.8% |