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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 | $125,754 | $176,105-28.6% | $159,474-21.1% | $167,536-24.9% |
| Participation rate | 72.2% | 85.0%-12.7pp | 82.8%-10.6pp | 82.1%-9.9pp |
| Annual return | 56.10% | 331.91%-275.8pp | 263.68%-207.6pp | 478.82%-422.7pp |
| Employer contribution / active EE | $2,734 | $5,299-48.4% | $4,831-43.4% | $4,839-43.5% |
| Participant deferral / active EE | $7,533 | $7,751-2.8% | $7,353+2.4% | $6,342+18.8% |
| Admin fee / account holder | $259 | $12,559-97.9% | $10,802-97.6% | $12,315-97.9% |