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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 | $40,262 | $159,934-74.8% | $147,005-72.6% | $145,959-72.4% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 17.11% | 98.24%-81.1pp | 418.76%-401.7pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,455 | $5,287-72.5% | $4,934-70.5% | $4,661-68.8% |
| Participant deferral / active EE | $3,449 | $8,427-59.1% | $8,070-57.3% | $6,689-48.4% |
| Admin fee / account holder | $177 | $15,053-98.8% | $13,006-98.6% | $13,398-98.7% |