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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 | $97,764 | $175,259-44.2% | $149,723-34.7% | $139,487-29.9% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 24.32% | 166.82%-142.5pp | 134.50%-110.2pp | 373.84%-349.5pp |
| Employer contribution / active EE | $2,365 | $5,478-56.8% | $4,821-50.9% | $4,755-50.3% |
| Participant deferral / active EE | $5,771 | $6,522-11.5% | $5,682+1.6% | $6,713-14.0% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |