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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 | $156,398-82.9% | $147,318-81.9% | $138,895-80.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 241.40% | 78.75%+162.6pp | 70.43%+171.0pp | 145.39%+96.0pp |
| Employer contribution / active EE | $1,816 | $4,853-62.6% | $4,593-60.5% | $4,194-56.7% |
| Participant deferral / active EE | $4,194 | $8,237-49.1% | $7,906-47.0% | $6,396-34.4% |
| Admin fee / account holder | $28 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |