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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 | $33,894 | $160,040-78.8% | $147,096-77.0% | $145,877-76.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 28.39% | 98.49%-70.1pp | 419.75%-391.4pp | 551.28%-522.9pp |
| Employer contribution / active EE | $2,864 | $5,289-45.9% | $4,936-42.0% | $4,663-38.6% |
| Participant deferral / active EE | $5,127 | $8,429-39.2% | $8,071-36.5% | $6,691-23.4% |
| Admin fee / account holder | $146 | $15,050-99.0% | $13,005-98.9% | $13,402-98.9% |