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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 | $43,037 | $125,237-65.6% | $105,608-59.2% | $145,877-70.5% |
| Participation rate | 70.6% | 77.7%-7.1pp | 75.3%-4.7pp | 80.3%-9.7pp |
| Annual return | 16.31% | 225.76%-209.4pp | 116.50%-100.2pp | 551.28%-535.0pp |
| Employer contribution / active EE | $4,079 | $3,720+9.6% | $3,167+28.8% | $4,663-12.5% |
| Participant deferral / active EE | $2,951 | $5,711-48.3% | $5,010-41.1% | $6,691-55.9% |
| Admin fee / account holder | $241 | $17,287-98.6% | $11,028-97.8% | $13,402-98.2% |