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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 | $26,093 | $165,399-84.2% | $149,745-82.6% | $158,982-83.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 53.69% | 348.34%-294.6pp | 276.72%-223.0pp | 302.99%-249.3pp |
| Employer contribution / active EE | $2,451 | $5,105-52.0% | $4,646-47.2% | $4,763-48.5% |
| Participant deferral / active EE | $5,343 | $7,183-25.6% | $6,843-21.9% | $5,983-10.7% |
| Admin fee / account holder | $150 | $10,811-98.6% | $9,312-98.4% | $11,252-98.7% |