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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 | $43,966 | $166,242-73.6% | $165,071-73.4% | $145,884-69.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.34% | 100.44%-88.1pp | 70.17%-57.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,840 | $5,283-65.2% | $4,347-57.7% | $4,662-60.5% |
| Participant deferral / active EE | $7,503 | $6,964+7.7% | $6,035+24.3% | $6,690+12.2% |
| Admin fee / account holder | $170 | $16,658-99.0% | $12,695-98.7% | $13,392-98.7% |