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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 | $159,934-28.8% | $147,005-22.5% | $145,959-22.0% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 10.49% | 98.24%-87.8pp | 418.76%-408.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $3,661 | $5,287-30.8% | $4,934-25.8% | $4,661-21.4% |
| Participant deferral / active EE | $7,035 | $8,427-16.5% | $8,070-12.8% | $6,689+5.2% |
| Admin fee / account holder | $277 | $15,053-98.2% | $13,006-97.9% | $13,398-97.9% |