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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 | $160,070-75.7% | $147,117-73.5% | $145,897-73.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 28.79% | 98.69%-69.9pp | 420.54%-391.7pp | 552.29%-523.5pp |
| Employer contribution / active EE | $4,428 | $5,285-16.2% | $4,932-10.2% | $4,663-5.0% |
| Participant deferral / active EE | $9,282 | $8,419+10.2% | $8,065+15.1% | $6,689+38.8% |
| Admin fee / account holder | $146 | $15,035-99.0% | $12,993-98.9% | $13,390-98.9% |