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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 | $113,866 | $160,040-28.9% | $147,096-22.6% | $145,877-21.9% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 10.49% | 98.49%-88.0pp | 419.75%-409.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $3,661 | $5,289-30.8% | $4,936-25.8% | $4,663-21.5% |
| Participant deferral / active EE | $7,035 | $8,429-16.5% | $8,071-12.8% | $6,691+5.1% |
| Admin fee / account holder | $277 | $15,050-98.2% | $13,005-97.9% | $13,402-97.9% |