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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 | $29,602 | $150,447-80.3% | $136,298-78.3% | $147,586-79.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.85% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $3,063 | $5,256-41.7% | $4,696-34.8% | $4,876-37.2% |
| Participant deferral / active EE | $2,835 | $6,631-57.2% | $6,247-54.6% | $5,439-47.9% |
| Admin fee / account holder | $77 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |