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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 | $34,076 | $202,342-83.2% | $172,752-80.3% | $152,897-77.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 30.16% | 1029.83%-999.7pp | 802.97%-772.8pp | 345.43%-315.3pp |
| Employer contribution / active EE | $2,397 | $5,858-59.1% | $5,144-53.4% | $4,764-49.7% |
| Participant deferral / active EE | $5,033 | $5,948-15.4% | $5,198-3.2% | $5,851-14.0% |
| Admin fee / account holder | $19 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |