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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 | $15,537 | $109,967-85.9% | $97,197-84.0% | $145,877-89.3% |
| Participation rate | 81.8% | 76.0%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 17.05% | 244.27%-227.2pp | 75.47%-58.4pp | 551.28%-534.2pp |
| Employer contribution / active EE | $3,488 | $3,077+13.4% | $2,723+28.1% | $4,663-25.2% |
| Participant deferral / active EE | $3,965 | $4,676-15.2% | $4,263-7.0% | $6,691-40.7% |
| Admin fee / account holder | $260 | $6,199-95.8% | $5,637-95.4% | $13,402-98.1% |