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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 | $66,547 | $160,028-58.4% | $147,080-54.8% | $145,884-54.4% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 14.71% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,653 | $5,286-49.8% | $4,933-46.2% | $4,662-43.1% |
| Participant deferral / active EE | $9,090 | $8,422+7.9% | $8,066+12.7% | $6,690+35.9% |
| Admin fee / account holder | $182 | $15,030-98.8% | $12,989-98.6% | $13,392-98.6% |