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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 | $25,302 | $138,102-81.7% | $125,381-79.8% | $134,532-81.2% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | 42.58% | 750.73%-708.1pp | 572.31%-529.7pp | 418.27%-375.7pp |
| Employer contribution / active EE | $1,381 | $5,245-73.7% | $4,815-71.3% | $4,741-70.9% |
| Participant deferral / active EE | $5,525 | $7,801-29.2% | $7,448-25.8% | $6,401-13.7% |
| Admin fee / account holder | $89 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |