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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 | $62,771 | $160,040-60.8% | $147,096-57.3% | $145,877-57.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.46% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,428 | $5,289-35.2% | $4,936-30.6% | $4,663-26.5% |
| Participant deferral / active EE | $11,054 | $8,429+31.1% | $8,071+37.0% | $6,691+65.2% |
| Admin fee / account holder | $85 | $15,050-99.4% | $13,005-99.3% | $13,402-99.4% |