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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 | $48,141 | $160,070-69.9% | $147,117-67.3% | $145,897-67.0% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 14.94% | 98.69%-83.7pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,984 | $5,285-62.5% | $4,932-59.8% | $4,663-57.5% |
| Participant deferral / active EE | $8,351 | $8,419-0.8% | $8,065+3.6% | $6,689+24.8% |
| Admin fee / account holder | $291 | $15,035-98.1% | $12,993-97.8% | $13,390-97.8% |