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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 | $70,260 | $112,112-37.3% | $95,956-26.8% | $158,950-55.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 23.45% | 171.15%-147.7pp | 91.63%-68.2pp | 302.91%-279.5pp |
| Employer contribution / active EE | $2,826 | $3,199-11.7% | $2,541+11.2% | $4,762-40.7% |
| Participant deferral / active EE | $8,029 | $4,784+67.8% | $4,167+92.7% | $5,983+34.2% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |