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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 | $25,815 | $77,816-66.8% | $123,552-79.1% | $64,173-59.8% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | 158.53% | 12.49%+146.0pp | 119.20%+39.3pp | 7.63%+150.9pp |
| Employer contribution / active EE | $2,975 | $3,014-1.3% | $4,628-35.7% | $2,381+25.0% |
| Participant deferral / active EE | $9,579 | $5,240+82.8% | $6,426+49.1% | $3,470+176.1% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |