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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 | $57,365 | $160,070-64.2% | $147,117-61.0% | $145,897-60.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 54.81% | 98.69%-43.9pp | 420.54%-365.7pp | 552.29%-497.5pp |
| Employer contribution / active EE | $1,559 | $5,285-70.5% | $4,932-68.4% | $4,663-66.6% |
| Participant deferral / active EE | $2,613 | $8,419-69.0% | $8,065-67.6% | $6,689-60.9% |
| Admin fee / account holder | $8 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |