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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 | $33,663 | $160,028-79.0% | $147,080-77.1% | $145,884-76.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 18.01% | 98.60%-80.6pp | 420.17%-402.2pp | 551.85%-533.8pp |
| Employer contribution / active EE | $1,821 | $5,286-65.5% | $4,933-63.1% | $4,662-60.9% |
| Participant deferral / active EE | $7,011 | $8,422-16.7% | $8,066-13.1% | $6,690+4.8% |
| Admin fee / account holder | $216 | $15,030-98.6% | $12,989-98.3% | $13,392-98.4% |