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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 | $26,154 | $160,040-83.7% | $147,096-82.2% | $145,877-82.1% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 20.29% | 98.49%-78.2pp | 419.75%-399.5pp | 551.28%-531.0pp |
| Employer contribution / active EE | $1,754 | $5,289-66.8% | $4,936-64.5% | $4,663-62.4% |
| Participant deferral / active EE | $5,056 | $8,429-40.0% | $8,071-37.4% | $6,691-24.4% |
| Admin fee / account holder | $214 | $15,050-98.6% | $13,005-98.4% | $13,402-98.4% |