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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 | $40,815 | $166,131-75.4% | $164,975-75.3% | $145,877-72.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 12.64% | 100.37%-87.7pp | 70.12%-57.5pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,932 | $5,276-44.4% | $4,343-32.5% | $4,663-37.1% |
| Participant deferral / active EE | $7,779 | $6,962+11.7% | $6,033+28.9% | $6,691+16.3% |
| Admin fee / account holder | $1 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |