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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 | $28,734 | $167,353-82.8% | $143,797-80.0% | $134,545-78.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 354.39% | 0.48%+353.9pp | -0.04%+354.4pp | 418.37%-64.0pp |
| Employer contribution / active EE | $1,667 | $5,620-70.3% | $4,952-66.3% | $4,742-64.9% |
| Participant deferral / active EE | $4,831 | $6,447-25.1% | $5,638-14.3% | $6,401-24.5% |
| Admin fee / account holder | $68 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |