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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 | $40,687 | $159,978-74.6% | $147,041-72.3% | $145,978-72.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.98% | 98.36%-78.4pp | 419.21%-399.2pp | 550.52%-530.5pp |
| Employer contribution / active EE | $1,321 | $5,288-75.0% | $4,935-73.2% | $4,662-71.7% |
| Participant deferral / active EE | $4,303 | $8,429-48.9% | $8,071-46.7% | $6,690-35.7% |
| Admin fee / account holder | $15 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |