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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 | $16,529 | $73,546-77.5% | $63,018-73.8% | $147,586-88.8% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.8%+10.2pp | 82.8%+2.2pp |
| Annual return | 35.17% | 175.56%-140.4pp | 87.62%-52.4pp | 578.59%-543.4pp |
| Employer contribution / active EE | $2,290 | $3,324-31.1% | $2,761-17.1% | $4,876-53.0% |
| Participant deferral / active EE | $5,049 | $4,185+20.7% | $3,330+51.6% | $5,439-7.2% |
| Admin fee / account holder | $176 | $5,956-97.0% | $3,601-95.1% | $10,886-98.4% |