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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 | $33,558 | $159,978-79.0% | $147,041-77.2% | $145,978-77.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.05% | 98.36%-83.3pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $2,542 | $5,288-51.9% | $4,935-48.5% | $4,662-45.5% |
| Participant deferral / active EE | $4,709 | $8,429-44.1% | $8,071-41.7% | $6,690-29.6% |
| Admin fee / account holder | $269 | $15,053-98.2% | $13,006-97.9% | $13,400-98.0% |