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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 | $98,033 | $160,040-38.7% | $147,096-33.4% | $145,877-32.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 19.39% | 98.49%-79.1pp | 419.75%-400.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $2,460 | $5,289-53.5% | $4,936-50.2% | $4,663-47.2% |
| Participant deferral / active EE | $8,130 | $8,429-3.5% | $8,071+0.7% | $6,691+21.5% |
| Admin fee / account holder | $33 | $15,050-99.8% | $13,005-99.7% | $13,402-99.8% |