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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 | $47,950 | $159,934-70.0% | $147,005-67.4% | $145,959-67.1% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 13.02% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $3,451 | $5,287-34.7% | $4,934-30.1% | $4,661-26.0% |
| Participant deferral / active EE | $9,420 | $8,427+11.8% | $8,070+16.7% | $6,689+40.8% |
| Admin fee / account holder | $130 | $15,053-99.1% | $13,006-99.0% | $13,398-99.0% |