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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 | $45,239 | $183,539-75.4% | $155,556-70.9% | $145,897-69.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.72% | 61.31%-47.6pp | 64.84%-51.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,654 | $5,315-68.9% | $4,675-64.6% | $4,663-64.5% |
| Participant deferral / active EE | $6,296 | $6,467-2.6% | $5,631+11.8% | $6,689-5.9% |
| Admin fee / account holder | $9 | $19,275-100.0% | $15,885-99.9% | $13,390-99.9% |