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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 | $53,981 | $202,342-73.3% | $172,753-68.8% | $152,909-64.7% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 20.18% | 1029.88%-1009.7pp | 803.00%-782.8pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,926 | $5,857-67.1% | $5,144-62.5% | $4,764-59.6% |
| Participant deferral / active EE | $2,923 | $5,948-50.9% | $5,198-43.8% | $5,851-50.1% |
| Admin fee / account holder | $250 | $17,112-98.5% | $13,956-98.2% | $11,601-97.8% |