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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 | $22,760 | $160,070-85.8% | $147,117-84.5% | $145,897-84.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 12.70% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $4,411 | $5,285-16.5% | $4,932-10.6% | $4,663-5.4% |
| Participant deferral / active EE | $5,763 | $8,419-31.6% | $8,065-28.5% | $6,689-13.9% |
| Admin fee / account holder | $87 | $15,035-99.4% | $12,993-99.3% | $13,390-99.4% |