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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 | $61,145 | $160,040-61.8% | $147,096-58.4% | $145,877-58.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 10.28% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,264 | $5,289-57.2% | $4,936-54.1% | $4,663-51.5% |
| Participant deferral / active EE | $5,658 | $8,429-32.9% | $8,071-29.9% | $6,691-15.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |