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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 | $32,187 | $165,381-80.5% | $149,730-78.5% | $158,966-79.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 51.00% | 348.29%-297.3pp | 276.70%-225.7pp | 302.95%-252.0pp |
| Employer contribution / active EE | $9,309 | $5,104+82.4% | $4,645+100.4% | $4,762+95.5% |
| Participant deferral / active EE | $6,418 | $7,182-10.6% | $6,843-6.2% | $5,983+7.3% |
| Admin fee / account holder | $115 | $10,809-98.9% | $9,310-98.8% | $11,250-99.0% |