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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 | $20,301 | $160,040-87.3% | $147,096-86.2% | $145,877-86.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 10.30% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,302 | $5,289-56.5% | $4,936-53.4% | $4,663-50.6% |
| Participant deferral / active EE | $4,386 | $8,429-48.0% | $8,071-45.7% | $6,691-34.4% |
| Admin fee / account holder | $66 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |