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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 | $71,128 | $160,028-55.6% | $147,080-51.6% | $145,884-51.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.48% | 98.60%-79.1pp | 420.17%-400.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $4,798 | $5,286-9.2% | $4,933-2.7% | $4,662+2.9% |
| Participant deferral / active EE | $9,094 | $8,422+8.0% | $8,066+12.7% | $6,690+35.9% |
| Admin fee / account holder | $277 | $15,030-98.2% | $12,989-97.9% | $13,392-97.9% |