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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 | $32,935 | $107,368-69.3% | $92,915-64.6% | $152,909-78.5% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.5%+7.0pp |
| Annual return | 17.72% | 145.64%-127.9pp | 109.45%-91.7pp | 345.46%-327.7pp |
| Employer contribution / active EE | $7,075 | $4,222+67.5% | $3,653+93.6% | $4,764+48.5% |
| Participant deferral / active EE | $4,609 | $4,848-4.9% | $4,238+8.7% | $5,851-21.2% |
| Admin fee / account holder | $267 | $7,082-96.2% | $5,796-95.4% | $11,601-97.7% |