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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 | $26,605 | $166,268-84.0% | $165,100-83.9% | $145,897-81.8% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 19.34% | 100.52%-81.2pp | 70.21%-50.9pp | 552.29%-532.9pp |
| Employer contribution / active EE | $10,867 | $5,284+105.7% | $4,348+149.9% | $4,663+133.1% |
| Participant deferral / active EE | $6,170 | $6,964-11.4% | $6,035+2.2% | $6,689-7.8% |
| Admin fee / account holder | $104 | $16,659-99.4% | $12,696-99.2% | $13,390-99.2% |