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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 | $160,070-64.9% | $147,117-61.9% | $145,897-61.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.93% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,144 | $5,285-59.4% | $4,932-56.5% | $4,663-54.0% |
| Participant deferral / active EE | $9,179 | $8,419+9.0% | $8,065+13.8% | $6,689+37.2% |
| Admin fee / account holder | $295 | $15,035-98.0% | $12,993-97.7% | $13,390-97.8% |