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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 | $166,268-75.5% | $165,100-75.3% | $145,897-72.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 12.64% | 100.52%-87.9pp | 70.21%-57.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,932 | $5,284-44.5% | $4,348-32.6% | $4,663-37.1% |
| Participant deferral / active EE | $7,779 | $6,964+11.7% | $6,035+28.9% | $6,689+16.3% |
| Admin fee / account holder | $1 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |