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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 | $42,847 | $160,070-73.2% | $147,117-70.9% | $145,897-70.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.03% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,724 | $5,285-29.5% | $4,932-24.5% | $4,663-20.1% |
| Participant deferral / active EE | $7,464 | $8,419-11.3% | $8,065-7.4% | $6,689+11.6% |
| Admin fee / account holder | $50 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |