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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 | $30,506 | $157,304-80.6% | $141,197-78.4% | $152,909-80.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,975 | $5,263-62.5% | $4,736-58.3% | $4,764-58.5% |
| Participant deferral / active EE | $6,669 | $7,111-6.2% | $6,710-0.6% | $5,851+14.0% |
| Admin fee / account holder | $77 | $12,126-99.4% | $10,265-99.3% | $11,601-99.3% |