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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 | $38,713 | $157,304-75.4% | $141,197-72.6% | $152,909-74.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 533.53% | 64.34%+469.2pp | 71.41%+462.1pp | 345.46%+188.1pp |
| Employer contribution / active EE | $1,963 | $5,263-62.7% | $4,736-58.6% | $4,764-58.8% |
| Participant deferral / active EE | $5,366 | $7,111-24.5% | $6,710-20.0% | $5,851-8.3% |
| Admin fee / account holder | $126 | $12,126-99.0% | $10,265-98.8% | $11,601-98.9% |