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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 | $38,061 | $175,257-78.3% | $149,717-74.6% | $139,456-72.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.75% | 166.70%-149.0pp | 134.41%-116.7pp | 373.45%-355.7pp |
| Employer contribution / active EE | $2,673 | $5,477-51.2% | $4,820-44.5% | $4,753-43.8% |
| Participant deferral / active EE | $3,968 | $6,521-39.2% | $5,682-30.2% | $6,711-40.9% |
| Admin fee / account holder | $135 | $16,156-99.2% | $13,213-99.0% | $11,407-98.8% |