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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 | $53,283 | $132,634-59.8% | $115,768-54.0% | $137,256-61.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 22.86% | 160.70%-137.8pp | 100.46%-77.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $742 | $3,360-77.9% | $2,940-74.8% | $4,156-82.2% |
| Participant deferral / active EE | $5,982 | $5,619+6.5% | $4,917+21.7% | $6,407-6.6% |
| Admin fee / account holder | $200 | $15,028-98.7% | $12,439-98.4% | $12,270-98.4% |