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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 | $89,190 | $160,070-44.3% | $147,117-39.4% | $145,897-38.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 18.97% | 98.69%-79.7pp | 420.54%-401.6pp | 552.29%-533.3pp |
| Employer contribution / active EE | $1,409 | $5,285-73.3% | $4,932-71.4% | $4,663-69.8% |
| Participant deferral / active EE | $4,064 | $8,419-51.7% | $8,065-49.6% | $6,689-39.2% |
| Admin fee / account holder | $191 | $15,035-98.7% | $12,993-98.5% | $13,390-98.6% |