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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 | $45,141 | $159,978-71.8% | $147,041-69.3% | $145,978-69.1% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.5pp |
| Annual return | 15.12% | 98.36%-83.2pp | 419.21%-404.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,296 | $5,288-56.6% | $4,935-53.5% | $4,662-50.7% |
| Participant deferral / active EE | $5,301 | $8,429-37.1% | $8,071-34.3% | $6,690-20.8% |
| Admin fee / account holder | $80 | $15,053-99.5% | $13,006-99.4% | $13,400-99.4% |