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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 | $14,896 | $70,366-78.8% | $66,674-77.7% | $138,895-89.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 41.55% | 386.41%-344.9pp | 321.24%-279.7pp | 145.39%-103.8pp |
| Employer contribution / active EE | $2,571 | $2,765-7.0% | $2,620-1.9% | $4,194-38.7% |
| Participant deferral / active EE | $3,569 | $4,374-18.4% | $4,084-12.6% | $6,396-44.2% |
| Admin fee / account holder | $84 | $5,262-98.4% | $5,098-98.3% | $12,562-99.3% |