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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 | $31,717 | $160,040-80.2% | $147,096-78.4% | $145,877-78.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 35.10% | 98.49%-63.4pp | 419.75%-384.6pp | 551.28%-516.2pp |
| Employer contribution / active EE | $5,322 | $5,289+0.6% | $4,936+7.8% | $4,663+14.1% |
| Participant deferral / active EE | $8,890 | $8,429+5.5% | $8,071+10.1% | $6,691+32.9% |
| Admin fee / account holder | $72 | $15,050-99.5% | $13,005-99.4% | $13,402-99.5% |