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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 | $102,288 | $171,492-40.4% | $150,734-32.1% | $198,609-48.5% |
| Participation rate | 70.8% | 81.4%-10.6pp | 78.4%-7.6pp | 82.4%-11.5pp |
| Annual return | 18.23% | 804.70%-786.5pp | 600.81%-582.6pp | 202.70%-184.5pp |
| Employer contribution / active EE | $2,408 | $5,470-56.0% | $4,918-51.0% | $5,055-52.4% |
| Participant deferral / active EE | $6,031 | $6,259-3.6% | $5,610+7.5% | $6,977-13.6% |
| Admin fee / account holder | $29 | $17,628-99.8% | $14,905-99.8% | $19,030-99.8% |