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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 | $30,745 | $138,075-77.7% | $123,552-75.1% | $135,379-77.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 133.12% | 153.70%-20.6pp | 119.20%+13.9pp | 519.79%-386.7pp |
| Employer contribution / active EE | $3,182 | $5,152-38.2% | $4,628-31.3% | $4,779-33.4% |
| Participant deferral / active EE | $8,518 | $6,800+25.3% | $6,426+32.6% | $5,609+51.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |