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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 | $38,407 | $202,342-81.0% | $172,752-77.8% | $152,897-74.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 34.44% | 1029.83%-995.4pp | 802.97%-768.5pp | 345.43%-311.0pp |
| Employer contribution / active EE | $3,904 | $5,858-33.4% | $5,144-24.1% | $4,764-18.0% |
| Participant deferral / active EE | $7,511 | $5,948+26.3% | $5,198+44.5% | $5,851+28.4% |
| Admin fee / account holder | $170 | $17,111-99.0% | $13,955-98.8% | $11,599-98.5% |