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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 | $22,694 | $160,070-85.8% | $147,117-84.6% | $145,897-84.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 15.76% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,652 | $5,285-49.8% | $4,932-46.2% | $4,663-43.1% |
| Participant deferral / active EE | $5,420 | $8,419-35.6% | $8,065-32.8% | $6,689-19.0% |
| Admin fee / account holder | $83 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |