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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 | $23,287 | $160,028-85.4% | $147,080-84.2% | $145,884-84.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.48% | 98.60%-82.1pp | 420.17%-403.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $3,290 | $5,286-37.7% | $4,933-33.3% | $4,662-29.4% |
| Participant deferral / active EE | $7,911 | $8,422-6.1% | $8,066-1.9% | $6,690+18.3% |
| Admin fee / account holder | $115 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |