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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 | $95,491 | $202,342-52.8% | $172,752-44.7% | $152,897-37.5% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.5%-5.5pp |
| Annual return | 12.96% | 1029.83%-1016.9pp | 802.97%-790.0pp | 345.43%-332.5pp |
| Employer contribution / active EE | $3,944 | $5,858-32.7% | $5,144-23.3% | $4,764-17.2% |
| Participant deferral / active EE | $2,939 | $5,948-50.6% | $5,198-43.5% | $5,851-49.8% |
| Admin fee / account holder | $13 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |