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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 | $32,925 | $175,231-81.2% | $149,696-78.0% | $139,466-76.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 18.31% | 166.77%-148.5pp | 134.46%-116.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,072 | $5,478-62.2% | $4,821-57.0% | $4,754-56.4% |
| Participant deferral / active EE | $5,066 | $6,521-22.3% | $5,682-10.8% | $6,712-24.5% |
| Admin fee / account holder | $138 | $16,155-99.1% | $13,212-99.0% | $11,409-98.8% |