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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 | $69,902 | $160,028-56.3% | $147,080-52.5% | $145,884-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.90% | 98.60%-60.7pp | 420.17%-382.3pp | 551.85%-514.0pp |
| Employer contribution / active EE | $3,316 | $5,286-37.3% | $4,933-32.8% | $4,662-28.9% |
| Participant deferral / active EE | $6,634 | $8,422-21.2% | $8,066-17.8% | $6,690-0.8% |
| Admin fee / account holder | $1 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |