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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 | $76,834 | $183,516-58.1% | $155,534-50.6% | $145,884-47.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 435.93% | 61.43%+374.5pp | 64.92%+371.0pp | 551.85%-115.9pp |
| Employer contribution / active EE | $1,845 | $5,315-65.3% | $4,675-60.5% | $4,662-60.4% |
| Participant deferral / active EE | $2,723 | $6,467-57.9% | $5,630-51.6% | $6,690-59.3% |
| Admin fee / account holder | $75 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |