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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 | $38,169 | $157,296-75.7% | $141,191-73.0% | $152,897-75.0% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 51.06% | 64.34%-13.3pp | 71.41%-20.4pp | 345.43%-294.4pp |
| Employer contribution / active EE | $1,922 | $5,262-63.5% | $4,736-59.4% | $4,764-59.6% |
| Participant deferral / active EE | $3,246 | $7,111-54.4% | $6,710-51.6% | $5,851-44.5% |
| Admin fee / account holder | $131 | $12,125-98.9% | $10,264-98.7% | $11,599-98.9% |