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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 | $31,247 | $150,447-79.2% | $136,298-77.1% | $147,586-78.8% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 22.17% | 1049.15%-1027.0pp | 5156.27%-5134.1pp | 578.59%-556.4pp |
| Employer contribution / active EE | $1,178 | $5,256-77.6% | $4,696-74.9% | $4,876-75.9% |
| Participant deferral / active EE | $4,761 | $6,631-28.2% | $6,247-23.8% | $5,439-12.5% |
| Admin fee / account holder | $88 | $10,906-99.2% | $9,244-99.0% | $10,886-99.2% |