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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 | $33,080 | $160,028-79.3% | $147,080-77.5% | $145,884-77.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 27.90% | 98.60%-70.7pp | 420.17%-392.3pp | 551.85%-523.9pp |
| Employer contribution / active EE | $2,024 | $5,286-61.7% | $4,933-59.0% | $4,662-56.6% |
| Participant deferral / active EE | $4,304 | $8,422-48.9% | $8,066-46.6% | $6,690-35.7% |
| Admin fee / account holder | $143 | $15,030-99.0% | $12,989-98.9% | $13,392-98.9% |