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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 | $136,164 | $160,040-14.9% | $147,096-7.4% | $145,877-6.7% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 17.80% | 98.49%-80.7pp | 419.75%-402.0pp | 551.28%-533.5pp |
| Employer contribution / active EE | $9,014 | $5,289+70.4% | $4,936+82.6% | $4,663+93.3% |
| Participant deferral / active EE | $9,290 | $8,429+10.2% | $8,071+15.1% | $6,691+38.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |