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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 | $76,927 | $160,028-51.9% | $147,080-47.7% | $145,884-47.3% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 18.01% | 98.60%-80.6pp | 420.17%-402.2pp | 551.85%-533.8pp |
| Employer contribution / active EE | $3,679 | $5,286-30.4% | $4,933-25.4% | $4,662-21.1% |
| Participant deferral / active EE | $7,255 | $8,422-13.9% | $8,066-10.1% | $6,690+8.4% |
| Admin fee / account holder | $284 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |