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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 | $100,458 | $160,070-37.2% | $147,117-31.7% | $145,897-31.1% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 15.88% | 98.69%-82.8pp | 420.54%-404.7pp | 552.29%-536.4pp |
| Employer contribution / active EE | $3,627 | $5,285-31.4% | $4,932-26.5% | $4,663-22.2% |
| Participant deferral / active EE | $8,051 | $8,419-4.4% | $8,065-0.2% | $6,689+20.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |