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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 | $159,934-64.9% | $147,005-61.8% | $145,959-61.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.93% | 98.24%-84.3pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,144 | $5,287-59.5% | $4,934-56.6% | $4,661-54.0% |
| Participant deferral / active EE | $9,179 | $8,427+8.9% | $8,070+13.7% | $6,689+37.2% |
| Admin fee / account holder | $295 | $15,053-98.0% | $13,006-97.7% | $13,398-97.8% |