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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 | $28,622 | $98,766-71.0% | $149,730-80.9% | $79,852-64.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 64.84% | 27.43%+37.4pp | 276.70%-211.9pp | 31.72%+33.1pp |
| Employer contribution / active EE | $6,087 | $3,217+89.2% | $4,645+31.0% | $2,471+146.3% |
| Participant deferral / active EE | $12,636 | $5,681+122.4% | $6,843+84.7% | $3,740+237.8% |
| Admin fee / account holder | $226 | $6,052-96.3% | $9,310-97.6% | $5,306-95.8% |