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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 | $33,176 | $175,231-81.1% | $149,696-77.8% | $139,466-76.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.43% | 166.77%-150.3pp | 134.46%-118.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $3,397 | $5,478-38.0% | $4,821-29.5% | $4,754-28.5% |
| Participant deferral / active EE | $10,422 | $6,521+59.8% | $5,682+83.4% | $6,712+55.3% |
| Admin fee / account holder | $287 | $16,155-98.2% | $13,212-97.8% | $11,409-97.5% |