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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 | $30,958 | $159,978-80.6% | $147,041-78.9% | $145,978-78.8% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 17.68% | 98.36%-80.7pp | 419.21%-401.5pp | 550.52%-532.8pp |
| Employer contribution / active EE | $1,357 | $5,288-74.3% | $4,935-72.5% | $4,662-70.9% |
| Participant deferral / active EE | $7,070 | $8,429-16.1% | $8,071-12.4% | $6,690+5.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |