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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 | $68,415 | $160,040-57.3% | $147,096-53.5% | $145,877-53.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 33.93% | 98.49%-64.6pp | 419.75%-385.8pp | 551.28%-517.4pp |
| Employer contribution / active EE | $3,611 | $5,289-31.7% | $4,936-26.9% | $4,663-22.6% |
| Participant deferral / active EE | $7,985 | $8,429-5.3% | $8,071-1.1% | $6,691+19.3% |
| Admin fee / account holder | $131 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |