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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 | $36,387 | $157,276-76.9% | $141,177-74.2% | $152,885-76.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 41.25% | 64.33%-23.1pp | 71.40%-30.2pp | 345.39%-304.1pp |
| Employer contribution / active EE | $8,404 | $5,262+59.7% | $4,736+77.5% | $4,763+76.4% |
| Participant deferral / active EE | $12,087 | $7,110+70.0% | $6,710+80.1% | $5,851+106.6% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |