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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 | $160,040-37.2% | $147,096-31.7% | $145,877-31.1% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 15.88% | 98.49%-82.6pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,627 | $5,289-31.4% | $4,936-26.5% | $4,663-22.2% |
| Participant deferral / active EE | $8,051 | $8,429-4.5% | $8,071-0.2% | $6,691+20.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |