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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 | $20,121 | $148,623-86.5% | $135,974-85.2% | $139,466-85.6% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 45.15% | 79.30%-34.1pp | 68.30%-23.2pp | 373.66%-328.5pp |
| Employer contribution / active EE | $5,061 | $5,246-3.5% | $4,859+4.2% | $4,754+6.5% |
| Participant deferral / active EE | $5,740 | $8,103-29.2% | $7,760-26.0% | $6,712-14.5% |
| Admin fee / account holder | $68 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |