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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 | $50,774 | $160,070-68.3% | $147,117-65.5% | $145,897-65.2% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.9pp | 80.3%-7.0pp |
| Annual return | 15.34% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,445 | $5,285-53.7% | $4,932-50.4% | $4,663-47.6% |
| Participant deferral / active EE | $6,001 | $8,419-28.7% | $8,065-25.6% | $6,689-10.3% |
| Admin fee / account holder | $2 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |