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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 | $68,515 | $160,070-57.2% | $147,117-53.4% | $145,897-53.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 41.66% | 98.69%-57.0pp | 420.54%-378.9pp | 552.29%-510.6pp |
| Employer contribution / active EE | $1,102 | $5,285-79.1% | $4,932-77.7% | $4,663-76.4% |
| Participant deferral / active EE | $3,009 | $8,419-64.3% | $8,065-62.7% | $6,689-55.0% |
| Admin fee / account holder | $103 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |