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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 | $115,675 | $159,934-27.7% | $147,005-21.3% | $145,959-20.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.77% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,051 | $5,287-61.2% | $4,934-58.4% | $4,661-56.0% |
| Participant deferral / active EE | $12,116 | $8,427+43.8% | $8,070+50.1% | $6,689+81.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |