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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 | $34,595 | $160,028-78.4% | $147,080-76.5% | $145,884-76.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.39% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,879 | $5,286-45.5% | $4,933-41.6% | $4,662-38.2% |
| Participant deferral / active EE | $13,352 | $8,422+58.5% | $8,066+65.5% | $6,690+99.6% |
| Admin fee / account holder | $243 | $15,030-98.4% | $12,989-98.1% | $13,392-98.2% |