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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 | $56,109 | $160,040-64.9% | $147,096-61.9% | $145,877-61.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.93% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,144 | $5,289-59.5% | $4,936-56.6% | $4,663-54.0% |
| Participant deferral / active EE | $9,179 | $8,429+8.9% | $8,071+13.7% | $6,691+37.2% |
| Admin fee / account holder | $295 | $15,050-98.0% | $13,005-97.7% | $13,402-97.8% |