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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 | $160,040-69.9% | $147,096-67.3% | $145,877-67.0% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 14.94% | 98.49%-83.6pp | 419.75%-404.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,984 | $5,289-62.5% | $4,936-59.8% | $4,663-57.5% |
| Participant deferral / active EE | $8,351 | $8,429-0.9% | $8,071+3.5% | $6,691+24.8% |
| Admin fee / account holder | $291 | $15,050-98.1% | $13,005-97.8% | $13,402-97.8% |