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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 | $159,978-66.6% | $147,041-63.6% | $145,978-63.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.01% | 98.36%-82.4pp | 419.21%-403.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $3,471 | $5,288-34.4% | $4,935-29.7% | $4,662-25.6% |
| Participant deferral / active EE | $3,604 | $8,429-57.2% | $8,071-55.3% | $6,690-46.1% |
| Admin fee / account holder | $122 | $15,053-99.2% | $13,006-99.1% | $13,400-99.1% |