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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 | $39,277 | $166,089-76.4% | $164,928-76.2% | $145,978-73.1% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.0pp | 80.3%+6.4pp |
| Annual return | 18.65% | 100.26%-81.6pp | 70.08%-51.4pp | 550.52%-531.9pp |
| Employer contribution / active EE | $9,554 | $5,276+81.1% | $4,343+120.0% | $4,662+104.9% |
| Participant deferral / active EE | $8,498 | $6,961+22.1% | $6,034+40.8% | $6,690+27.0% |
| Admin fee / account holder | $205 | $16,641-98.8% | $12,684-98.4% | $13,400-98.5% |