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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 | $33,444 | $160,028-79.1% | $147,080-77.3% | $145,884-77.1% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.45% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $3,110 | $5,286-41.2% | $4,933-37.0% | $4,662-33.3% |
| Participant deferral / active EE | $8,341 | $8,422-1.0% | $8,066+3.4% | $6,690+24.7% |
| Admin fee / account holder | $218 | $15,030-98.5% | $12,989-98.3% | $13,392-98.4% |