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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 | $53,507 | $160,040-66.6% | $147,096-63.6% | $145,877-63.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.01% | 98.49%-82.5pp | 419.75%-403.7pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,471 | $5,289-34.4% | $4,936-29.7% | $4,663-25.6% |
| Participant deferral / active EE | $3,604 | $8,429-57.2% | $8,071-55.4% | $6,691-46.1% |
| Admin fee / account holder | $122 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |