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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 | $17,343 | $104,953-83.5% | $84,637-79.5% | $152,909-88.7% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 30.18% | 373.94%-343.8pp | 258.82%-228.6pp | 345.46%-315.3pp |
| Employer contribution / active EE | $2,371 | $3,304-28.2% | $2,653-10.7% | $4,764-50.2% |
| Participant deferral / active EE | $5,060 | $4,691+7.9% | $3,900+29.7% | $5,851-13.5% |
| Admin fee / account holder | $66 | $6,244-98.9% | $4,914-98.7% | $11,601-99.4% |