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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 | $15,715 | $107,363-85.4% | $92,909-83.1% | $152,897-89.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 57.72% | 145.63%-87.9pp | 109.44%-51.7pp | 345.43%-287.7pp |
| Employer contribution / active EE | $4,438 | $4,222+5.1% | $3,653+21.5% | $4,764-6.8% |
| Participant deferral / active EE | $5,874 | $4,848+21.2% | $4,238+38.6% | $5,851+0.4% |
| Admin fee / account holder | $93 | $7,082-98.7% | $5,795-98.4% | $11,599-99.2% |