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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 | $31,403 | $160,040-80.4% | $147,096-78.7% | $145,877-78.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 24.05% | 98.49%-74.4pp | 419.75%-395.7pp | 551.28%-527.2pp |
| Employer contribution / active EE | $1,354 | $5,289-74.4% | $4,936-72.6% | $4,663-71.0% |
| Participant deferral / active EE | $7,840 | $8,429-7.0% | $8,071-2.9% | $6,691+17.2% |
| Admin fee / account holder | $160 | $15,050-98.9% | $13,005-98.8% | $13,402-98.8% |