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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 | $36,624 | $175,259-79.1% | $149,723-75.5% | $139,487-73.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 28.91% | 166.82%-137.9pp | 134.50%-105.6pp | 373.84%-344.9pp |
| Employer contribution / active EE | $2,307 | $5,478-57.9% | $4,821-52.2% | $4,755-51.5% |
| Participant deferral / active EE | $9,614 | $6,522+47.4% | $5,682+69.2% | $6,713+43.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |