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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 | $33,745 | $157,304-78.5% | $141,197-76.1% | $152,909-77.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 95.07% | 64.34%+30.7pp | 71.41%+23.7pp | 345.46%-250.4pp |
| Employer contribution / active EE | $4,260 | $5,263-19.0% | $4,736-10.0% | $4,764-10.6% |
| Participant deferral / active EE | $5,854 | $7,111-17.7% | $6,710-12.8% | $5,8510% |
| Admin fee / account holder | $7 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |