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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 | $20,748 | $149,040-86.1% | $120,225-82.7% | $137,256-84.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 26.96% | 605.68%-578.7pp | 439.23%-412.3pp | 220.34%-193.4pp |
| Employer contribution / active EE | $4,439 | $4,350+2.0% | $3,475+27.7% | $4,156+6.8% |
| Participant deferral / active EE | $5,596 | $4,655+20.2% | $3,999+39.9% | $6,407-12.7% |
| Admin fee / account holder | $28 | $6,348-99.6% | $5,696-99.5% | $12,270-99.8% |