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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 | $25,456 | $90,530-71.9% | $76,030-66.5% | $145,897-82.6% |
| Participation rate | 90.9% | 74.4%+16.5pp | 69.1%+21.8pp | 80.3%+10.6pp |
| Annual return | 11.87% | 625.08%-613.2pp | 361.54%-349.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $3,455 | $3,319+4.1% | $2,688+28.6% | $4,663-25.9% |
| Participant deferral / active EE | $6,460 | $5,164+25.1% | $4,257+51.7% | $6,689-3.4% |
| Admin fee / account holder | $114 | $8,383-98.6% | $6,421-98.2% | $13,390-99.1% |