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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 | $160,040-51.9% | $147,096-47.7% | $145,877-47.3% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 18.01% | 98.49%-80.5pp | 419.75%-401.7pp | 551.28%-533.3pp |
| Employer contribution / active EE | $3,679 | $5,289-30.5% | $4,936-25.5% | $4,663-21.1% |
| Participant deferral / active EE | $7,255 | $8,429-13.9% | $8,071-10.1% | $6,691+8.4% |
| Admin fee / account holder | $284 | $15,050-98.1% | $13,005-97.8% | $13,402-97.9% |