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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 | $87,431 | $160,028-45.4% | $147,080-40.6% | $145,884-40.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.47% | 98.60%-88.1pp | 420.17%-409.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $4,076 | $5,286-22.9% | $4,933-17.4% | $4,662-12.6% |
| Participant deferral / active EE | $9,375 | $8,422+11.3% | $8,066+16.2% | $6,690+40.1% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |