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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 | $35,323 | $81,696-56.8% | $70,494-49.9% | $158,982-77.8% |
| Participation rate | 81.8% | 77.7%+4.1pp | 75.1%+6.8pp | 82.0%-0.1pp |
| Annual return | 19.31% | 208.70%-189.4pp | 109.16%-89.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $2,694 | $3,220-16.3% | $2,738-1.6% | $4,763-43.4% |
| Participant deferral / active EE | $6,057 | $4,558+32.9% | $3,711+63.2% | $5,983+1.2% |
| Admin fee / account holder | $9 | $6,200-99.9% | $3,848-99.8% | $11,252-99.9% |