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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 | $31,070 | $160,040-80.6% | $147,096-78.9% | $145,877-78.7% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 13.90% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,333 | $5,289-55.9% | $4,936-52.7% | $4,663-50.0% |
| Participant deferral / active EE | $5,290 | $8,429-37.2% | $8,071-34.5% | $6,691-20.9% |
| Admin fee / account holder | $265 | $15,050-98.2% | $13,005-98.0% | $13,402-98.0% |