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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 | $60,430 | $175,231-65.5% | $149,696-59.6% | $139,466-56.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 19.03% | 166.77%-147.7pp | 134.46%-115.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,995 | $5,478-63.6% | $4,821-58.6% | $4,754-58.0% |
| Participant deferral / active EE | $5,958 | $6,521-8.6% | $5,682+4.9% | $6,712-11.2% |
| Admin fee / account holder | $255 | $16,155-98.4% | $13,212-98.1% | $11,409-97.8% |