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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 | $50,997 | $159,978-68.1% | $147,041-65.3% | $145,978-65.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.20% | 98.36%-86.2pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,433 | $5,288-54.0% | $4,935-50.7% | $4,662-47.8% |
| Participant deferral / active EE | $7,451 | $8,429-11.6% | $8,071-7.7% | $6,690+11.4% |
| Admin fee / account holder | $26 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |