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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 | $66,311 | $160,040-58.6% | $147,096-54.9% | $145,877-54.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.92% | 98.49%-85.6pp | 419.75%-406.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $2,729 | $5,289-48.4% | $4,936-44.7% | $4,663-41.5% |
| Participant deferral / active EE | $6,705 | $8,429-20.5% | $8,071-16.9% | $6,691+0.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |