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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 | $160,040-0.9% | $147,096+7.9% | $145,877+8.8% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.01% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,864 | $5,289-45.9% | $4,936-42.0% | $4,663-38.6% |
| Participant deferral / active EE | $6,125 | $8,429-27.3% | $8,071-24.1% | $6,691-8.5% |
| Admin fee / account holder | $3 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |