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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 | $32,262 | $159,934-79.8% | $147,005-78.1% | $145,959-77.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 21.21% | 98.24%-77.0pp | 418.76%-397.6pp | 561.95%-540.7pp |
| Employer contribution / active EE | $2,633 | $5,287-50.2% | $4,934-46.6% | $4,661-43.5% |
| Participant deferral / active EE | $5,364 | $8,427-36.3% | $8,070-33.5% | $6,689-19.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |