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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 | $76,262 | $176,077-56.7% | $159,455-52.2% | $167,518-54.5% |
| Participation rate | 73.3% | 84.9%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 20.62% | 331.83%-311.2pp | 263.63%-243.0pp | 478.71%-458.1pp |
| Employer contribution / active EE | $2,332 | $5,298-56.0% | $4,830-51.7% | $4,838-51.8% |
| Participant deferral / active EE | $4,787 | $7,751-38.2% | $7,353-34.9% | $6,342-24.5% |
| Admin fee / account holder | $268 | $12,556-97.9% | $10,800-97.5% | $12,312-97.8% |