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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 | $34,799 | $198,457-82.5% | $170,435-79.6% | $147,586-76.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.92% | 257.30%-238.4pp | 205.94%-187.0pp | 578.59%-559.7pp |
| Employer contribution / active EE | $5,049 | $6,183-18.3% | $5,432-7.1% | $4,876+3.5% |
| Participant deferral / active EE | $4,359 | $5,629-22.6% | $4,939-11.8% | $5,439-19.9% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |