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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 | $50,042 | $160,070-68.7% | $147,117-66.0% | $145,897-65.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.31% | 98.69%-80.4pp | 420.54%-402.2pp | 552.29%-534.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,793 | $8,419+40.1% | $8,065+46.2% | $6,689+76.3% |
| Admin fee / account holder | $68 | $15,035-99.5% | $12,993-99.5% | $13,390-99.5% |