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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 | $51,828 | $160,070-67.6% | $147,117-64.8% | $145,897-64.5% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 44.14% | 98.69%-54.5pp | 420.54%-376.4pp | 552.29%-508.1pp |
| Employer contribution / active EE | $2,744 | $5,285-48.1% | $4,932-44.4% | $4,663-41.2% |
| Participant deferral / active EE | $10,577 | $8,419+25.6% | $8,065+31.2% | $6,689+58.1% |
| Admin fee / account holder | $201 | $15,035-98.7% | $12,993-98.5% | $13,390-98.5% |