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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 | $36,374 | $176,077-79.3% | $159,455-77.2% | $167,518-78.3% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 20.07% | 331.83%-311.8pp | 263.63%-243.6pp | 478.71%-458.6pp |
| Employer contribution / active EE | $3,303 | $5,298-37.7% | $4,830-31.6% | $4,838-31.7% |
| Participant deferral / active EE | $5,197 | $7,751-33.0% | $7,353-29.3% | $6,342-18.1% |
| Admin fee / account holder | $14 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |