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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 | $38,938 | $160,040-75.7% | $147,096-73.5% | $145,877-73.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 28.79% | 98.49%-69.7pp | 419.75%-391.0pp | 551.28%-522.5pp |
| Employer contribution / active EE | $4,428 | $5,289-16.3% | $4,936-10.3% | $4,663-5.0% |
| Participant deferral / active EE | $9,282 | $8,429+10.1% | $8,071+15.0% | $6,691+38.7% |
| Admin fee / account holder | $146 | $15,050-99.0% | $13,005-98.9% | $13,402-98.9% |