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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 | $158,678 | $160,070-0.9% | $147,117+7.9% | $145,897+8.8% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.01% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,864 | $5,285-45.8% | $4,932-41.9% | $4,663-38.6% |
| Participant deferral / active EE | $6,125 | $8,419-27.3% | $8,065-24.1% | $6,689-8.4% |
| Admin fee / account holder | $3 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |