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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 | $38,169 | $176,120-78.3% | $159,487-76.1% | $167,553-77.2% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 24.11% | 331.95%-307.8pp | 263.71%-239.6pp | 478.89%-454.8pp |
| Employer contribution / active EE | $4,234 | $5,299-20.1% | $4,831-12.4% | $4,840-12.5% |
| Participant deferral / active EE | $7,141 | $7,752-7.9% | $7,354-2.9% | $6,343+12.6% |
| Admin fee / account holder | $206 | $12,561-98.4% | $10,804-98.1% | $12,316-98.3% |