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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 | $64,400 | $160,028-59.8% | $147,080-56.2% | $145,884-55.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.00% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,567 | $5,286-32.5% | $4,933-27.7% | $4,662-23.5% |
| Participant deferral / active EE | $5,185 | $8,422-38.4% | $8,066-35.7% | $6,690-22.5% |
| Admin fee / account holder | $268 | $15,030-98.2% | $12,989-97.9% | $13,392-98.0% |