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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 | $31,108 | $183,592-83.1% | $155,574-80.0% | $145,877-78.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 15.40% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $3,790 | $5,317-28.7% | $4,676-18.9% | $4,663-18.7% |
| Participant deferral / active EE | $1,918 | $6,466-70.3% | $5,629-65.9% | $6,691-71.3% |
| Admin fee / account holder | $295 | $19,316-98.5% | $15,914-98.1% | $13,402-97.8% |