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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 | $81,658 | $160,070-49.0% | $147,117-44.5% | $145,897-44.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 12.87% | 98.69%-85.8pp | 420.54%-407.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,779 | $5,285-47.4% | $4,932-43.7% | $4,663-40.4% |
| Participant deferral / active EE | $8,623 | $8,419+2.4% | $8,065+6.9% | $6,689+28.9% |
| Admin fee / account holder | $197 | $15,035-98.7% | $12,993-98.5% | $13,390-98.5% |