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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 | $35,010 | $160,070-78.1% | $147,117-76.2% | $145,897-76.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 16.91% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,821 | $5,285-46.6% | $4,932-42.8% | $4,663-39.5% |
| Participant deferral / active EE | $7,603 | $8,419-9.7% | $8,065-5.7% | $6,689+13.7% |
| Admin fee / account holder | $118 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |