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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 | $79,508 | $144,130-44.8% | $117,861-32.5% | $147,586-46.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 25.34% | 531.20%-505.9pp | 335.11%-309.8pp | 578.59%-553.3pp |
| Employer contribution / active EE | $1,720 | $4,897-64.9% | $3,786-54.6% | $4,876-64.7% |
| Participant deferral / active EE | $9,844 | $5,316+85.2% | $4,482+119.6% | $5,439+81.0% |
| Admin fee / account holder | $12 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |