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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 | $20,113 | $105,145-80.9% | $94,664-78.8% | $139,466-85.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 41.27% | 38.09%+3.2pp | 156.84%-115.6pp | 373.66%-332.4pp |
| Employer contribution / active EE | $3,746 | $4,107-8.8% | $3,673+2.0% | $4,754-21.2% |
| Participant deferral / active EE | $7,103 | $7,599-6.5% | $7,417-4.2% | $6,712+5.8% |
| Admin fee / account holder | $139 | $8,972-98.4% | $7,222-98.1% | $11,409-98.8% |