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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 | $160,040-44.3% | $147,096-39.4% | $145,877-38.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 18.97% | 98.49%-79.5pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $1,409 | $5,289-73.4% | $4,936-71.4% | $4,663-69.8% |
| Participant deferral / active EE | $4,064 | $8,429-51.8% | $8,071-49.6% | $6,691-39.3% |
| Admin fee / account holder | $191 | $15,050-98.7% | $13,005-98.5% | $13,402-98.6% |