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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 | $30,909 | $183,516-83.2% | $155,534-80.1% | $145,884-78.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 13.92% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,889 | $5,315-45.6% | $4,675-38.2% | $4,662-38.0% |
| Participant deferral / active EE | $5,592 | $6,467-13.5% | $5,630-0.7% | $6,690-16.4% |
| Admin fee / account holder | $52 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |