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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 | $63,632 | $176,105-63.9% | $159,474-60.1% | $167,536-62.0% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 33.72% | 331.91%-298.2pp | 263.68%-230.0pp | 478.82%-445.1pp |
| Employer contribution / active EE | $3,702 | $5,299-30.1% | $4,831-23.4% | $4,839-23.5% |
| Participant deferral / active EE | $7,999 | $7,751+3.2% | $7,353+8.8% | $6,342+26.1% |
| Admin fee / account holder | $285 | $12,559-97.7% | $10,802-97.4% | $12,315-97.7% |