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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 | $32,643 | $160,028-79.6% | $147,080-77.8% | $145,884-77.6% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 13.94% | 98.60%-84.7pp | 420.17%-406.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,735 | $5,286-48.2% | $4,933-44.6% | $4,662-41.3% |
| Participant deferral / active EE | $5,486 | $8,422-34.9% | $8,066-32.0% | $6,690-18.0% |
| Admin fee / account holder | $224 | $15,030-98.5% | $12,989-98.3% | $13,392-98.3% |