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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 | $39,197 | $183,539-78.6% | $155,556-74.8% | $145,897-73.1% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 15.92% | 61.31%-45.4pp | 64.84%-48.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $6,924 | $5,315+30.3% | $4,675+48.1% | $4,663+48.5% |
| Participant deferral / active EE | $4,984 | $6,467-22.9% | $5,631-11.5% | $6,689-25.5% |
| Admin fee / account holder | $222 | $19,275-98.8% | $15,885-98.6% | $13,390-98.3% |