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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 | $29,034 | $180,459-83.9% | $154,108-81.2% | $135,380-78.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 61.56% | 888.21%-826.6pp | 735.21%-673.6pp | 519.81%-458.2pp |
| Employer contribution / active EE | $4,488 | $6,035-25.6% | $5,298-15.3% | $4,779-6.1% |
| Participant deferral / active EE | $11,691 | $5,806+101.3% | $5,081+130.1% | $5,609+108.4% |
| Admin fee / account holder | $2 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |