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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 | $142,207 | $217,427-34.6% | $185,837-23.5% | $167,518-15.1% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 12.48% | 148.39%-135.9pp | 122.08%-109.6pp | 478.71%-466.2pp |
| Employer contribution / active EE | $2,887 | $5,874-50.9% | $5,168-44.1% | $4,838-40.3% |
| Participant deferral / active EE | $7,049 | $6,357+10.9% | $5,568+26.6% | $6,342+11.2% |
| Admin fee / account holder | $39 | $19,816-99.8% | $16,241-99.8% | $12,312-99.7% |