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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 | $32,613 | $160,040-79.6% | $147,096-77.8% | $145,877-77.6% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 14.80% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,563 | $5,289-51.6% | $4,936-48.1% | $4,663-45.0% |
| Participant deferral / active EE | $4,265 | $8,429-49.4% | $8,071-47.2% | $6,691-36.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |