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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 | $160,070-34.0% | $147,117-28.2% | $145,897-27.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 14.41% | 98.69%-84.3pp | 420.54%-406.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,916 | $5,285-63.7% | $4,932-61.2% | $4,663-58.9% |
| Participant deferral / active EE | $5,459 | $8,419-35.2% | $8,065-32.3% | $6,689-18.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |