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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 | $160,070-28.9% | $147,117-22.6% | $145,897-22.0% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 10.49% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $3,661 | $5,285-30.7% | $4,932-25.8% | $4,663-21.5% |
| Participant deferral / active EE | $7,035 | $8,419-16.4% | $8,065-12.8% | $6,689+5.2% |
| Admin fee / account holder | $277 | $15,035-98.2% | $12,993-97.9% | $13,390-97.9% |