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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 | $38,399 | $183,539-79.1% | $155,556-75.3% | $145,897-73.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.21% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,914 | $5,315-45.2% | $4,675-37.7% | $4,663-37.5% |
| Participant deferral / active EE | $8,980 | $6,467+38.9% | $5,631+59.5% | $6,689+34.2% |
| Admin fee / account holder | $212 | $19,275-98.9% | $15,885-98.7% | $13,390-98.4% |