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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 | $68,520 | $165,381-58.6% | $149,730-54.2% | $158,966-56.9% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 78.41% | 348.29%-269.9pp | 276.70%-198.3pp | 302.95%-224.5pp |
| Employer contribution / active EE | $2,476 | $5,104-51.5% | $4,645-46.7% | $4,762-48.0% |
| Participant deferral / active EE | $5,883 | $7,182-18.1% | $6,843-14.0% | $5,983-1.7% |
| Admin fee / account holder | $25 | $10,809-99.8% | $9,310-99.7% | $11,250-99.8% |