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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 | $73,972 | $166,268-55.5% | $165,100-55.2% | $145,897-49.3% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 14.74% | 100.52%-85.8pp | 70.21%-55.5pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,005 | $5,284-43.1% | $4,348-30.9% | $4,663-35.6% |
| Participant deferral / active EE | $8,899 | $6,964+27.8% | $6,035+47.5% | $6,689+33.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |