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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 | $28,498 | $175,231-83.7% | $149,696-81.0% | $139,466-79.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 31.88% | 166.77%-134.9pp | 134.46%-102.6pp | 373.66%-341.8pp |
| Employer contribution / active EE | $2,203 | $5,478-59.8% | $4,821-54.3% | $4,754-53.7% |
| Participant deferral / active EE | $7,912 | $6,521+21.3% | $5,682+39.2% | $6,712+17.9% |
| Admin fee / account holder | $87 | $16,155-99.5% | $13,212-99.3% | $11,409-99.2% |