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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 | $79,606 | $160,028-50.3% | $147,080-45.9% | $145,884-45.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.70% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $7,941 | $5,286+50.2% | $4,933+61.0% | $4,662+70.3% |
| Participant deferral / active EE | $8,940 | $8,422+6.2% | $8,066+10.8% | $6,690+33.6% |
| Admin fee / account holder | $127 | $15,030-99.2% | $12,989-99.0% | $13,392-99.0% |