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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 | $80,200 | $175,231-54.2% | $149,696-46.4% | $139,466-42.5% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 42.43% | 166.77%-124.3pp | 134.46%-92.0pp | 373.66%-331.2pp |
| Employer contribution / active EE | $1,783 | $5,478-67.4% | $4,821-63.0% | $4,754-62.5% |
| Participant deferral / active EE | $9,595 | $6,521+47.1% | $5,682+68.9% | $6,712+43.0% |
| Admin fee / account holder | $137 | $16,155-99.2% | $13,212-99.0% | $11,409-98.8% |