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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 | $28,931 | $160,040-81.9% | $147,096-80.3% | $145,877-80.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 21.87% | 98.49%-76.6pp | 419.75%-397.9pp | 551.28%-529.4pp |
| Employer contribution / active EE | $2,748 | $5,289-48.0% | $4,936-44.3% | $4,663-41.1% |
| Participant deferral / active EE | $6,355 | $8,429-24.6% | $8,071-21.3% | $6,691-5.0% |
| Admin fee / account holder | $38 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |