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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 | $110,011 | $160,028-31.3% | $147,080-25.2% | $145,884-24.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.54% | 98.60%-83.1pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,100 | $5,286-41.4% | $4,933-37.2% | $4,662-33.5% |
| Participant deferral / active EE | $3,382 | $8,422-59.8% | $8,066-58.1% | $6,690-49.5% |
| Admin fee / account holder | $239 | $15,030-98.4% | $12,989-98.2% | $13,392-98.2% |