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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 | $34,508 | $112,112-69.2% | $95,956-64.0% | $158,950-78.3% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 21.89% | 171.15%-149.3pp | 91.63%-69.7pp | 302.91%-281.0pp |
| Employer contribution / active EE | $3,220 | $3,199+0.7% | $2,541+26.7% | $4,762-32.4% |
| Participant deferral / active EE | $4,318 | $4,784-9.7% | $4,167+3.6% | $5,983-27.8% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |