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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 | $29,929 | $162,136-81.5% | $152,301-80.3% | $154,746-80.7% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 305.44% | 91.02%+214.4pp | 80.50%+224.9pp | 172.34%+133.1pp |
| Employer contribution / active EE | $1,626 | $4,890-66.8% | $4,624-64.8% | $4,379-62.9% |
| Participant deferral / active EE | $6,663 | $8,341-20.1% | $8,004-16.8% | $6,730-1.0% |
| Admin fee / account holder | $30 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |