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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 | $160,040-49.0% | $147,096-44.5% | $145,877-44.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 12.87% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $2,779 | $5,289-47.5% | $4,936-43.7% | $4,663-40.4% |
| Participant deferral / active EE | $8,623 | $8,429+2.3% | $8,071+6.8% | $6,691+28.9% |
| Admin fee / account holder | $197 | $15,050-98.7% | $13,005-98.5% | $13,402-98.5% |