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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 | $55,227 | $175,231-68.5% | $149,696-63.1% | $139,466-60.4% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 20.60% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $2,719 | $5,478-50.4% | $4,821-43.6% | $4,754-42.8% |
| Participant deferral / active EE | $6,049 | $6,521-7.2% | $5,682+6.5% | $6,712-9.9% |
| Admin fee / account holder | $178 | $16,155-98.9% | $13,212-98.7% | $11,409-98.4% |