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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 | $49,753 | $198,457-74.9% | $170,435-70.8% | $147,586-66.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 23.50% | 257.30%-233.8pp | 205.94%-182.4pp | 578.59%-555.1pp |
| Employer contribution / active EE | $2,633 | $6,183-57.4% | $5,432-51.5% | $4,876-46.0% |
| Participant deferral / active EE | $9,208 | $5,629+63.6% | $4,939+86.4% | $5,439+69.3% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |