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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 | $82,207 | $159,934-48.6% | $147,005-44.1% | $145,959-43.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 19.65% | 98.24%-78.6pp | 418.76%-399.1pp | 561.95%-542.3pp |
| Employer contribution / active EE | $4,427 | $5,287-16.3% | $4,934-10.3% | $4,661-5.0% |
| Participant deferral / active EE | $12,052 | $8,427+43.0% | $8,070+49.3% | $6,689+80.2% |
| Admin fee / account holder | $205 | $15,053-98.6% | $13,006-98.4% | $13,398-98.5% |