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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 | $96,894 | $175,231-44.7% | $149,696-35.3% | $139,466-30.5% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 19.59% | 166.77%-147.2pp | 134.46%-114.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $3,366 | $5,478-38.6% | $4,821-30.2% | $4,754-29.2% |
| Participant deferral / active EE | $12,678 | $6,521+94.4% | $5,682+123.1% | $6,712+88.9% |
| Admin fee / account holder | $18 | $16,155-99.9% | $13,212-99.9% | $11,409-99.8% |