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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 | $31,772 | $102,663-69.1% | $86,216-63.1% | $139,466-77.2% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.6pp |
| Annual return | 16.79% | 1924.52%-1907.7pp | 1169.42%-1152.6pp | 373.66%-356.9pp |
| Employer contribution / active EE | $3,144 | $3,035+3.6% | $2,382+32.0% | $4,754-33.9% |
| Participant deferral / active EE | $4,236 | $4,677-9.4% | $3,986+6.3% | $6,712-36.9% |
| Admin fee / account holder | $95 | $8,663-98.9% | $6,853-98.6% | $11,409-99.2% |