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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 | $22,171 | $160,040-86.1% | $147,096-84.9% | $145,877-84.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 16.72% | 98.49%-81.8pp | 419.75%-403.0pp | 551.28%-534.6pp |
| Employer contribution / active EE | $1,783 | $5,289-66.3% | $4,936-63.9% | $4,663-61.8% |
| Participant deferral / active EE | $5,729 | $8,429-32.0% | $8,071-29.0% | $6,691-14.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |