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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 | $38,832 | $160,040-75.7% | $147,096-73.6% | $145,877-73.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 26.38% | 98.49%-72.1pp | 419.75%-393.4pp | 551.28%-524.9pp |
| Employer contribution / active EE | $2,409 | $5,289-54.5% | $4,936-51.2% | $4,663-48.3% |
| Participant deferral / active EE | $5,841 | $8,429-30.7% | $8,071-27.6% | $6,691-12.7% |
| Admin fee / account holder | $108 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |