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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 | $48,991 | $160,028-69.4% | $147,080-66.7% | $145,884-66.4% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 12.90% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,731 | $5,286-48.3% | $4,933-44.6% | $4,662-41.4% |
| Participant deferral / active EE | $10,674 | $8,422+26.7% | $8,066+32.3% | $6,690+59.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |