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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 | $34,591 | $112,112-69.1% | $95,956-64.0% | $158,950-78.2% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 32.55% | 171.15%-138.6pp | 91.63%-59.1pp | 302.91%-270.4pp |
| Employer contribution / active EE | $2,879 | $3,199-10.0% | $2,541+13.3% | $4,762-39.5% |
| Participant deferral / active EE | $8,312 | $4,784+73.7% | $4,167+99.5% | $5,983+38.9% |
| Admin fee / account holder | $7 | $10,134-99.9% | $6,797-99.9% | $11,248-99.9% |