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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 | $99,764 | $166,268-40.0% | $165,100-39.6% | $145,897-31.6% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 12.37% | 100.52%-88.1pp | 70.21%-57.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,805 | $5,284-46.9% | $4,348-35.5% | $4,663-39.8% |
| Participant deferral / active EE | $5,552 | $6,964-20.3% | $6,035-8.0% | $6,689-17.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |