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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 | $32,255 | $159,978-79.8% | $147,041-78.1% | $145,978-77.9% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 15.16% | 98.36%-83.2pp | 419.21%-404.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,196 | $5,288-58.5% | $4,935-55.5% | $4,662-52.9% |
| Participant deferral / active EE | $7,123 | $8,429-15.5% | $8,071-11.7% | $6,690+6.5% |
| Admin fee / account holder | $287 | $15,053-98.1% | $13,006-97.8% | $13,400-97.9% |