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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 | $160,028-79.8% | $147,080-78.1% | $145,884-77.9% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 15.16% | 98.60%-83.4pp | 420.17%-405.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,196 | $5,286-58.4% | $4,933-55.5% | $4,662-52.9% |
| Participant deferral / active EE | $7,123 | $8,422-15.4% | $8,066-11.7% | $6,690+6.5% |
| Admin fee / account holder | $287 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |