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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 | $23,847 | $175,231-86.4% | $149,696-84.1% | $139,466-82.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 247.22% | 166.77%+80.5pp | 134.46%+112.8pp | 373.66%-126.4pp |
| Employer contribution / active EE | $1,804 | $5,478-67.1% | $4,821-62.6% | $4,754-62.0% |
| Participant deferral / active EE | $3,037 | $6,521-53.4% | $5,682-46.6% | $6,712-54.8% |
| Admin fee / account holder | $116 | $16,155-99.3% | $13,212-99.1% | $11,409-99.0% |