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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 | $24,556 | $109,411-77.6% | $89,435-72.5% | $158,982-84.6% |
| Participation rate | 78.3% | 74.3%+4.0pp | 68.0%+10.3pp | 82.0%-3.7pp |
| Annual return | 43.38% | 345.68%-302.3pp | 245.55%-202.2pp | 302.99%-259.6pp |
| Employer contribution / active EE | $4,241 | $3,173+33.7% | $2,587+63.9% | $4,763-11.0% |
| Participant deferral / active EE | $5,927 | $4,600+28.8% | $3,890+52.3% | $5,983-1.0% |
| Admin fee / account holder | $18 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |