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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 | $32,772 | $107,368-69.5% | $92,915-64.7% | $152,909-78.6% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 48.99% | 145.64%-96.6pp | 109.45%-60.5pp | 345.46%-296.5pp |
| Employer contribution / active EE | $11,639 | $4,222+175.7% | $3,653+218.6% | $4,764+144.3% |
| Participant deferral / active EE | $6,326 | $4,848+30.5% | $4,238+49.3% | $5,851+8.1% |
| Admin fee / account holder | $100 | $7,082-98.6% | $5,796-98.3% | $11,601-99.1% |