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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 | $159,934-37.2% | $147,005-31.7% | $145,959-31.2% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 15.88% | 98.24%-82.4pp | 418.76%-402.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $3,627 | $5,287-31.4% | $4,934-26.5% | $4,661-22.2% |
| Participant deferral / active EE | $8,051 | $8,427-4.5% | $8,070-0.2% | $6,689+20.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |