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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 | $80,939 | $160,070-49.4% | $147,117-45.0% | $145,897-44.5% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 11.70% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $3,735 | $5,285-29.3% | $4,932-24.3% | $4,663-19.9% |
| Participant deferral / active EE | $7,646 | $8,419-9.2% | $8,065-5.2% | $6,689+14.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |