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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 | $69,143 | $160,070-56.8% | $147,117-53.0% | $145,897-52.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 14.37% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $3,589 | $5,285-32.1% | $4,932-27.2% | $4,663-23.0% |
| Participant deferral / active EE | $8,392 | $8,419-0.3% | $8,065+4.1% | $6,689+25.5% |
| Admin fee / account holder | $153 | $15,035-99.0% | $12,993-98.8% | $13,390-98.9% |