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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 | $34,849 | $160,070-78.2% | $147,117-76.3% | $145,897-76.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.83% | 98.69%-85.9pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,731 | $5,285-67.2% | $4,932-64.9% | $4,663-62.9% |
| Participant deferral / active EE | $5,734 | $8,419-31.9% | $8,065-28.9% | $6,689-14.3% |
| Admin fee / account holder | $76 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |