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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 | $64,271 | $160,040-59.8% | $147,096-56.3% | $145,877-55.9% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 24.11% | 98.49%-74.4pp | 419.75%-395.6pp | 551.28%-527.2pp |
| Employer contribution / active EE | $3,257 | $5,289-38.4% | $4,936-34.0% | $4,663-30.1% |
| Participant deferral / active EE | $10,123 | $8,429+20.1% | $8,071+25.4% | $6,691+51.3% |
| Admin fee / account holder | $18 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |