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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 | $36,296 | $175,259-79.3% | $149,723-75.8% | $139,487-74.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 13.80% | 166.82%-153.0pp | 134.50%-120.7pp | 373.84%-360.0pp |
| Employer contribution / active EE | $4,979 | $5,478-9.1% | $4,821+3.3% | $4,755+4.7% |
| Participant deferral / active EE | $6,576 | $6,522+0.8% | $5,682+15.7% | $6,713-2.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |