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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 | $37,118 | $96,691-61.6% | $86,656-57.2% | $139,487-73.4% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 25.91% | 106.87%-81.0pp | 593.09%-567.2pp | 373.84%-347.9pp |
| Employer contribution / active EE | $3,594 | $3,267+10.0% | $3,025+18.8% | $4,755-24.4% |
| Participant deferral / active EE | $10,409 | $4,838+115.2% | $4,439+134.5% | $6,713+55.1% |
| Admin fee / account holder | $272 | $6,414-95.8% | $5,619-95.2% | $11,407-97.6% |