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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 | $18,830 | $175,257-89.3% | $149,717-87.4% | $139,456-86.5% |
| Participation rate | 72.2% | 83.4%-11.2pp | 78.8%-6.6pp | 80.3%-8.1pp |
| Annual return | 31.98% | 166.70%-134.7pp | 134.41%-102.4pp | 373.45%-341.5pp |
| Employer contribution / active EE | $2,065 | $5,477-62.3% | $4,820-57.2% | $4,753-56.6% |
| Participant deferral / active EE | $5,661 | $6,521-13.2% | $5,682-0.4% | $6,711-15.6% |
| Admin fee / account holder | $21 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |