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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 | $29,186 | $176,105-83.4% | $159,474-81.7% | $167,536-82.6% |
| Participation rate | 76.5% | 85.0%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 13.41% | 331.91%-318.5pp | 263.68%-250.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,318 | $5,299-75.1% | $4,831-72.7% | $4,839-72.8% |
| Participant deferral / active EE | $3,009 | $7,751-61.2% | $7,353-59.1% | $6,342-52.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |