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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 | $107,255 | $160,028-33.0% | $147,080-27.1% | $145,884-26.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.82% | 98.60%-86.8pp | 420.17%-408.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $3,901 | $5,286-26.2% | $4,933-20.9% | $4,662-16.3% |
| Participant deferral / active EE | $10,200 | $8,422+21.1% | $8,066+26.5% | $6,690+52.5% |
| Admin fee / account holder | $156 | $15,030-99.0% | $12,989-98.8% | $13,392-98.8% |