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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 | $38,006 | $148,623-74.4% | $135,974-72.0% | $139,466-72.7% |
| Participation rate | 84.2% | 83.9%+0.3pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 101.64% | 79.30%+22.3pp | 68.30%+33.3pp | 373.66%-272.0pp |
| Employer contribution / active EE | $1,676 | $5,246-68.1% | $4,859-65.5% | $4,754-64.8% |
| Participant deferral / active EE | $2,903 | $8,103-64.2% | $7,760-62.6% | $6,712-56.8% |
| Admin fee / account holder | $169 | $12,406-98.6% | $10,767-98.4% | $11,409-98.5% |