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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 | $64,536 | $183,592-64.8% | $155,567-58.5% | $145,959-55.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 43.22% | 61.24%-18.0pp | 64.74%-21.5pp | 561.95%-518.7pp |
| Employer contribution / active EE | $1,916 | $5,315-63.9% | $4,674-59.0% | $4,661-58.9% |
| Participant deferral / active EE | $8,658 | $6,464+33.9% | $5,628+53.8% | $6,689+29.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |