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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 | $44,219 | $166,268-73.4% | $165,100-73.2% | $145,897-69.7% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 11.88% | 100.52%-88.6pp | 70.21%-58.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,947 | $5,284-44.2% | $4,348-32.2% | $4,663-36.8% |
| Participant deferral / active EE | $7,468 | $6,964+7.2% | $6,035+23.7% | $6,689+11.6% |
| Admin fee / account holder | $176 | $16,659-98.9% | $12,696-98.6% | $13,390-98.7% |