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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 | $159,978-70.0% | $147,041-67.4% | $145,978-67.2% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 13.02% | 98.36%-85.3pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $3,451 | $5,288-34.8% | $4,935-30.1% | $4,662-26.0% |
| Participant deferral / active EE | $9,420 | $8,429+11.8% | $8,071+16.7% | $6,690+40.8% |
| Admin fee / account holder | $130 | $15,053-99.1% | $13,006-99.0% | $13,400-99.0% |