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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 | $111,173 | $183,516-39.4% | $155,534-28.5% | $145,884-23.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.54% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,555 | $5,315-70.8% | $4,675-66.7% | $4,662-66.7% |
| Participant deferral / active EE | $11,691 | $6,467+80.8% | $5,630+107.6% | $6,690+74.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |