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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 | $23,429 | $180,749-87.0% | $160,784-85.4% | $137,256-82.9% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 21.54% | 2234.46%-2212.9pp | 1803.92%-1782.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,620 | $6,844+25.9% | $6,293+37.0% | $6,407+34.5% |
| Admin fee / account holder | $268 | $10,397-97.4% | $9,717-97.2% | $12,270-97.8% |