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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 | $35,051 | $176,105-80.1% | $159,474-78.0% | $167,536-79.1% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 79.62% | 331.91%-252.3pp | 263.68%-184.1pp | 478.82%-399.2pp |
| Employer contribution / active EE | $2,833 | $5,299-46.5% | $4,831-41.4% | $4,839-41.5% |
| Participant deferral / active EE | $6,566 | $7,751-15.3% | $7,353-10.7% | $6,342+3.5% |
| Admin fee / account holder | $49 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |