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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 | $37,803 | $107,363-64.8% | $92,909-59.3% | $152,897-75.3% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.5%-4.7pp |
| Annual return | 27.80% | 145.63%-117.8pp | 109.44%-81.6pp | 345.43%-317.6pp |
| Employer contribution / active EE | $2,044 | $4,222-51.6% | $3,653-44.1% | $4,764-57.1% |
| Participant deferral / active EE | $5,035 | $4,848+3.9% | $4,238+18.8% | $5,851-14.0% |
| Admin fee / account holder | $63 | $7,082-99.1% | $5,795-98.9% | $11,599-99.5% |