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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 | $22,301 | $142,409-84.3% | $119,634-81.4% | $134,545-83.4% |
| Participation rate | 89.5% | 82.8%+6.6pp | 79.3%+10.2pp | 81.2%+8.2pp |
| Annual return | 354.53% | -12.46%+367.0pp | -14.98%+369.5pp | 418.37%-63.8pp |
| Employer contribution / active EE | $2,297 | $5,224-56.0% | $4,232-45.7% | $4,742-51.6% |
| Participant deferral / active EE | $5,997 | $6,468-7.3% | $5,601+7.1% | $6,401-6.3% |
| Admin fee / account holder | $118 | $13,594-99.1% | $10,329-98.9% | $11,431-99.0% |