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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 | $30,864 | $138,076-77.6% | $123,553-75.0% | $135,380-77.2% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | 125.09% | 153.70%-28.6pp | 119.21%+5.9pp | 519.81%-394.7pp |
| Employer contribution / active EE | $3,427 | $5,152-33.5% | $4,628-26.0% | $4,779-28.3% |
| Participant deferral / active EE | $4,838 | $6,800-28.8% | $6,426-24.7% | $5,609-13.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |