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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 | $105,604 | $160,040-34.0% | $147,096-28.2% | $145,877-27.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 14.41% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,916 | $5,289-63.8% | $4,936-61.2% | $4,663-58.9% |
| Participant deferral / active EE | $5,459 | $8,429-35.2% | $8,071-32.4% | $6,691-18.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |