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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 | $38,447 | $162,136-76.3% | $152,301-74.8% | $154,746-75.2% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 49.46% | 91.02%-41.6pp | 80.50%-31.0pp | 172.34%-122.9pp |
| Employer contribution / active EE | $3,155 | $4,890-35.5% | $4,624-31.8% | $4,379-28.0% |
| Participant deferral / active EE | $6,234 | $8,341-25.3% | $8,004-22.1% | $6,730-7.4% |
| Admin fee / account holder | $117 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |