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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 | $27,410 | $148,623-81.6% | $135,974-79.8% | $139,466-80.3% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 23.14% | 79.30%-56.2pp | 68.30%-45.2pp | 373.66%-350.5pp |
| Employer contribution / active EE | $6,287 | $5,246+19.8% | $4,859+29.4% | $4,754+32.3% |
| Participant deferral / active EE | $2,882 | $8,103-64.4% | $7,760-62.9% | $6,712-57.1% |
| Admin fee / account holder | $243 | $12,406-98.0% | $10,767-97.7% | $11,409-97.9% |