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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 | $160,040-49.4% | $147,096-45.0% | $145,877-44.5% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 11.70% | 98.49%-86.8pp | 419.75%-408.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,735 | $5,289-29.4% | $4,936-24.3% | $4,663-19.9% |
| Participant deferral / active EE | $7,646 | $8,429-9.3% | $8,071-5.3% | $6,691+14.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |