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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 | $27,390 | $124,187-77.9% | $108,410-74.7% | $167,518-83.6% |
| Participation rate | 90.0% | 82.3%+7.7pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 27.93% | 1379.80%-1351.9pp | 905.34%-877.4pp | 478.71%-450.8pp |
| Employer contribution / active EE | $4,220 | $4,187+0.8% | $3,558+18.6% | $4,838-12.8% |
| Participant deferral / active EE | $5,734 | $6,908-17.0% | $6,562-12.6% | $6,342-9.6% |
| Admin fee / account holder | $142 | $9,456-98.5% | $7,296-98.1% | $12,312-98.8% |