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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 | $40,838 | $160,040-74.5% | $147,096-72.2% | $145,877-72.0% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 53.13% | 98.49%-45.4pp | 419.75%-366.6pp | 551.28%-498.2pp |
| Employer contribution / active EE | $2,802 | $5,289-47.0% | $4,936-43.2% | $4,663-39.9% |
| Participant deferral / active EE | $8,579 | $8,429+1.8% | $8,071+6.3% | $6,691+28.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |