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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 | $160,070-26.5% | $147,117-20.0% | $145,897-19.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.01% | 98.69%-82.7pp | 420.54%-404.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $2,108 | $5,285-60.1% | $4,932-57.3% | $4,663-54.8% |
| Participant deferral / active EE | $12,780 | $8,419+51.8% | $8,065+58.5% | $6,689+91.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |