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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 | $55,889 | $160,040-65.1% | $147,096-62.0% | $145,877-61.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 25.11% | 98.49%-73.4pp | 419.75%-394.6pp | 551.28%-526.2pp |
| Employer contribution / active EE | $2,892 | $5,289-45.3% | $4,936-41.4% | $4,663-38.0% |
| Participant deferral / active EE | $7,621 | $8,429-9.6% | $8,071-5.6% | $6,691+13.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |