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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 | $137,004 | $160,040-14.4% | $147,096-6.9% | $145,877-6.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.26% | 98.49%-86.2pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $4,151 | $5,289-21.5% | $4,936-15.9% | $4,663-11.0% |
| Participant deferral / active EE | $4,151 | $8,429-50.7% | $8,071-48.6% | $6,691-38.0% |
| Admin fee / account holder | $50 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |