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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 | $38,286 | $176,077-78.3% | $159,455-76.0% | $167,518-77.1% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 19.05% | 331.83%-312.8pp | 263.63%-244.6pp | 478.71%-459.7pp |
| Employer contribution / active EE | $2,747 | $5,298-48.1% | $4,830-43.1% | $4,838-43.2% |
| Participant deferral / active EE | $7,747 | $7,751-0.1% | $7,353+5.4% | $6,342+22.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |