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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 | $30,828 | $160,040-80.7% | $147,096-79.0% | $145,877-78.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 18.75% | 98.49%-79.7pp | 419.75%-401.0pp | 551.28%-532.5pp |
| Employer contribution / active EE | $2,159 | $5,289-59.2% | $4,936-56.3% | $4,663-53.7% |
| Participant deferral / active EE | $3,342 | $8,429-60.4% | $8,071-58.6% | $6,691-50.1% |
| Admin fee / account holder | $226 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |