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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 | $82,297 | $160,040-48.6% | $147,096-44.1% | $145,877-43.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.44% | 98.49%-82.1pp | 419.75%-403.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,828 | $5,289-46.5% | $4,936-42.7% | $4,663-39.4% |
| Participant deferral / active EE | $6,833 | $8,429-18.9% | $8,071-15.3% | $6,691+2.1% |
| Admin fee / account holder | $279 | $15,050-98.1% | $13,005-97.9% | $13,402-97.9% |