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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 | $26,736 | $162,136-83.5% | $152,301-82.4% | $154,746-82.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 241.40% | 91.02%+150.4pp | 80.50%+160.9pp | 172.34%+69.1pp |
| Employer contribution / active EE | $1,816 | $4,890-62.9% | $4,624-60.7% | $4,379-58.5% |
| Participant deferral / active EE | $4,194 | $8,341-49.7% | $8,004-47.6% | $6,730-37.7% |
| Admin fee / account holder | $28 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |