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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 | $39,764 | $176,120-77.4% | $159,487-75.1% | $167,553-76.3% |
| Participation rate | 84.6% | 85.0%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 39.53% | 331.95%-292.4pp | 263.71%-224.2pp | 478.89%-439.4pp |
| Employer contribution / active EE | $2,953 | $5,299-44.3% | $4,831-38.9% | $4,840-39.0% |
| Participant deferral / active EE | $6,521 | $7,752-15.9% | $7,354-11.3% | $6,343+2.8% |
| Admin fee / account holder | $109 | $12,561-99.1% | $10,804-99.0% | $12,316-99.1% |