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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 | $70,207 | $209,422-66.5% | $178,503-60.7% | $158,982-55.8% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 14.51% | 188.81%-174.3pp | 151.12%-136.6pp | 302.99%-288.5pp |
| Employer contribution / active EE | $3,732 | $5,707-34.6% | $5,011-25.5% | $4,763-21.6% |
| Participant deferral / active EE | $7,997 | $5,955+34.3% | $5,202+53.7% | $5,983+33.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |