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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 | $39,780 | $176,105-77.4% | $159,474-75.1% | $167,536-76.3% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 24.44% | 331.91%-307.5pp | 263.68%-239.2pp | 478.82%-454.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,635 | $7,751+37.2% | $7,353+44.6% | $6,342+67.7% |
| Admin fee / account holder | $143 | $12,559-98.9% | $10,802-98.7% | $12,315-98.8% |