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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 | $64,769 | $176,120-63.2% | $159,487-59.4% | $167,553-61.3% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 16.14% | 331.95%-315.8pp | 263.71%-247.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $1,307 | $5,299-75.3% | $4,831-73.0% | $4,840-73.0% |
| Participant deferral / active EE | $4,271 | $7,752-44.9% | $7,354-41.9% | $6,343-32.7% |
| Admin fee / account holder | $221 | $12,561-98.2% | $10,804-98.0% | $12,316-98.2% |