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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 | $52,485 | $160,028-67.2% | $147,080-64.3% | $145,884-64.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.40% | 98.60%-83.2pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $4,528 | $5,286-14.3% | $4,933-8.2% | $4,662-2.9% |
| Participant deferral / active EE | $11,147 | $8,422+32.4% | $8,066+38.2% | $6,690+66.6% |
| Admin fee / account holder | $187 | $15,030-98.8% | $12,989-98.6% | $13,392-98.6% |