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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 | $160,070-87.3% | $147,117-86.2% | $145,897-86.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 10.30% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,302 | $5,285-56.4% | $4,932-53.3% | $4,663-50.6% |
| Participant deferral / active EE | $4,386 | $8,419-47.9% | $8,065-45.6% | $6,689-34.4% |
| Admin fee / account holder | $66 | $15,035-99.6% | $12,993-99.5% | $13,390-99.5% |