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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 | $13,877 | $110,337-87.4% | $102,383-86.4% | $145,877-90.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 80.73% | 24.83%+55.9pp | 24.94%+55.8pp | 551.28%-470.6pp |
| Employer contribution / active EE | $2,979 | $4,216-29.3% | $3,870-23.0% | $4,663-36.1% |
| Participant deferral / active EE | $6,341 | $5,621+12.8% | $5,060+25.3% | $6,691-5.2% |
| Admin fee / account holder | $9 | $9,750-99.9% | $8,391-99.9% | $13,402-99.9% |