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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 | $46,311 | $160,070-71.1% | $147,117-68.5% | $145,897-68.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 16.02% | 98.69%-82.7pp | 420.54%-404.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,573 | $5,285-70.2% | $4,932-68.1% | $4,663-66.3% |
| Participant deferral / active EE | $6,107 | $8,419-27.5% | $8,065-24.3% | $6,689-8.7% |
| Admin fee / account holder | $18 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |