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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 | $38,819 | $160,040-75.7% | $147,096-73.6% | $145,877-73.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.42% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,046 | $5,289-61.3% | $4,936-58.5% | $4,663-56.1% |
| Participant deferral / active EE | $8,268 | $8,429-1.9% | $8,071+2.4% | $6,691+23.6% |
| Admin fee / account holder | $15 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |