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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 | $22,427 | $160,040-86.0% | $147,096-84.8% | $145,877-84.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.29% | 98.49%-84.2pp | 419.75%-405.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,367 | $5,289-55.2% | $4,936-52.0% | $4,663-49.2% |
| Participant deferral / active EE | $3,114 | $8,429-63.1% | $8,071-61.4% | $6,691-53.5% |
| Admin fee / account holder | $83 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |