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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 | $160,040-85.8% | $147,096-84.5% | $145,877-84.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.70% | 98.49%-85.8pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,411 | $5,289-16.6% | $4,936-10.6% | $4,663-5.4% |
| Participant deferral / active EE | $5,763 | $8,429-31.6% | $8,071-28.6% | $6,691-13.9% |
| Admin fee / account holder | $87 | $15,050-99.4% | $13,005-99.3% | $13,402-99.4% |