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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 | $35,800 | $176,105-79.7% | $159,474-77.6% | $167,536-78.6% |
| Participation rate | 70.8% | 85.0%-14.1pp | 82.8%-12.0pp | 82.1%-11.3pp |
| Annual return | 17.29% | 331.91%-314.6pp | 263.68%-246.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $2,628 | $5,299-50.4% | $4,831-45.6% | $4,839-45.7% |
| Participant deferral / active EE | $5,311 | $7,751-31.5% | $7,353-27.8% | $6,342-16.3% |
| Admin fee / account holder | $208 | $12,559-98.3% | $10,802-98.1% | $12,315-98.3% |