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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 | $117,726 | $159,934-26.4% | $147,005-19.9% | $145,959-19.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.01% | 98.24%-82.2pp | 418.76%-402.8pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,108 | $5,287-60.1% | $4,934-57.3% | $4,661-54.8% |
| Participant deferral / active EE | $12,780 | $8,427+51.6% | $8,070+58.4% | $6,689+91.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |