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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 | $71,319 | $160,040-55.4% | $147,096-51.5% | $145,877-51.1% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 13.89% | 98.49%-84.6pp | 419.75%-405.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,606 | $5,289-50.7% | $4,936-47.2% | $4,663-44.1% |
| Participant deferral / active EE | $5,699 | $8,429-32.4% | $8,071-29.4% | $6,691-14.8% |
| Admin fee / account holder | $30 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |