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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 | $28,633 | $166,242-82.8% | $165,071-82.7% | $145,884-80.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 19.86% | 100.44%-80.6pp | 70.17%-50.3pp | 551.85%-532.0pp |
| Employer contribution / active EE | $2,173 | $5,283-58.9% | $4,347-50.0% | $4,662-53.4% |
| Participant deferral / active EE | $5,056 | $6,964-27.4% | $6,035-16.2% | $6,690-24.4% |
| Admin fee / account holder | $233 | $16,658-98.6% | $12,695-98.2% | $13,392-98.3% |