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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 | $41,497 | $177,353-76.6% | $158,226-73.8% | $198,609-79.1% |
| Participation rate | 87.5% | 77.0%+10.5pp | 74.8%+12.7pp | 82.4%+5.1pp |
| Annual return | 24.90% | 599.50%-574.6pp | 501.41%-476.5pp | 202.70%-177.8pp |
| Employer contribution / active EE | $4,300 | $3,239+32.8% | $2,986+44.0% | $5,055-14.9% |
| Participant deferral / active EE | $7,103 | $4,615+53.9% | $4,317+64.5% | $6,977+1.8% |
| Admin fee / account holder | $18 | $10,960-99.8% | $10,217-99.8% | $19,030-99.9% |