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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 | $88,467 | $226,135-60.9% | $182,558-51.5% | $152,909-42.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 20.81% | 192.60%-171.8pp | 148.59%-127.8pp | 345.46%-324.7pp |
| Employer contribution / active EE | $2,930 | $4,979-41.2% | $4,076-28.1% | $4,764-38.5% |
| Participant deferral / active EE | $7,954 | $6,371+24.9% | $5,526+43.9% | $5,851+35.9% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |