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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 | $110,843 | $160,040-30.7% | $147,096-24.6% | $145,877-24.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.88% | 98.49%-84.6pp | 419.75%-405.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,178 | $5,289-58.8% | $4,936-55.9% | $4,663-53.3% |
| Participant deferral / active EE | $8,516 | $8,429+1.0% | $8,071+5.5% | $6,691+27.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |