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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 | $52,196 | $165,399-68.4% | $149,745-65.1% | $158,982-67.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 206.17% | 348.34%-142.2pp | 276.72%-70.6pp | 302.99%-96.8pp |
| Employer contribution / active EE | $4,220 | $5,105-17.3% | $4,646-9.2% | $4,763-11.4% |
| Participant deferral / active EE | $11,121 | $7,183+54.8% | $6,843+62.5% | $5,983+85.9% |
| Admin fee / account holder | $62 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |