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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 | $43,260 | $138,076-68.7% | $123,553-65.0% | $135,380-68.0% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | 2.97% | 153.70%-150.7pp | 119.21%-116.2pp | 519.81%-516.8pp |
| Employer contribution / active EE | $3,101 | $5,152-39.8% | $4,628-33.0% | $4,779-35.1% |
| Participant deferral / active EE | $9,409 | $6,800+38.4% | $6,426+46.4% | $5,609+67.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |