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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 | $30,983 | $157,304-80.3% | $141,197-78.1% | $152,909-79.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 32.10% | 64.34%-32.2pp | 71.41%-39.3pp | 345.46%-313.4pp |
| Employer contribution / active EE | $2,134 | $5,263-59.5% | $4,736-55.0% | $4,764-55.2% |
| Participant deferral / active EE | $6,300 | $7,111-11.4% | $6,710-6.1% | $5,851+7.7% |
| Admin fee / account holder | $164 | $12,126-98.6% | $10,265-98.4% | $11,601-98.6% |