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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 | $24,175 | $160,040-84.9% | $147,096-83.6% | $145,877-83.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 36.62% | 98.49%-61.9pp | 419.75%-383.1pp | 551.28%-514.7pp |
| Employer contribution / active EE | $2,956 | $5,289-44.1% | $4,936-40.1% | $4,663-36.6% |
| Participant deferral / active EE | $4,322 | $8,429-48.7% | $8,071-46.4% | $6,691-35.4% |
| Admin fee / account holder | $21 | $15,050-99.9% | $13,005-99.8% | $13,402-99.8% |