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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 | $37,863 | $176,077-78.5% | $159,455-76.3% | $167,518-77.4% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 18.91% | 331.83%-312.9pp | 263.63%-244.7pp | 478.71%-459.8pp |
| Employer contribution / active EE | $2,462 | $5,298-53.5% | $4,830-49.0% | $4,838-49.1% |
| Participant deferral / active EE | $10,381 | $7,751+33.9% | $7,353+41.2% | $6,342+63.7% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |