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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 | $41,118 | $175,259-76.5% | $149,723-72.5% | $139,487-70.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 25.35% | 166.82%-141.5pp | 134.50%-109.1pp | 373.84%-348.5pp |
| Employer contribution / active EE | $7,582 | $5,478+38.4% | $4,821+57.2% | $4,755+59.5% |
| Participant deferral / active EE | $10,019 | $6,522+53.6% | $5,682+76.3% | $6,713+49.3% |
| Admin fee / account holder | $160 | $16,158-99.0% | $13,215-98.8% | $11,407-98.6% |