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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 | $61,859 | $160,040-61.3% | $147,096-57.9% | $145,877-57.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 15.79% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $2,380 | $5,289-55.0% | $4,936-51.8% | $4,663-49.0% |
| Participant deferral / active EE | $3,591 | $8,429-57.4% | $8,071-55.5% | $6,691-46.3% |
| Admin fee / account holder | $10 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |