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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 | $166,131-73.4% | $164,975-73.2% | $145,877-69.7% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 11.88% | 100.37%-88.5pp | 70.12%-58.2pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,947 | $5,276-44.1% | $4,343-32.1% | $4,663-36.8% |
| Participant deferral / active EE | $7,468 | $6,962+7.3% | $6,033+23.8% | $6,691+11.6% |
| Admin fee / account holder | $176 | $16,648-98.9% | $12,688-98.6% | $13,402-98.7% |