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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 | $19,512 | $159,978-87.8% | $147,041-86.7% | $145,978-86.6% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 34.86% | 98.36%-63.5pp | 419.21%-384.4pp | 550.52%-515.7pp |
| Employer contribution / active EE | $4,527 | $5,288-14.4% | $4,935-8.3% | $4,662-2.9% |
| Participant deferral / active EE | $6,016 | $8,429-28.6% | $8,071-25.5% | $6,690-10.1% |
| Admin fee / account holder | $66 | $15,053-99.6% | $13,006-99.5% | $13,400-99.5% |