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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 | $22,100 | $157,304-86.0% | $141,197-84.3% | $152,909-85.5% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 317.83% | 64.34%+253.5pp | 71.41%+246.4pp | 345.46%-27.6pp |
| Employer contribution / active EE | $2,715 | $5,263-48.4% | $4,736-42.7% | $4,764-43.0% |
| Participant deferral / active EE | $2,379 | $7,111-66.5% | $6,710-64.5% | $5,851-59.3% |
| Admin fee / account holder | $9 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |