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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 | $26,902 | $148,629-81.9% | $135,982-80.2% | $139,487-80.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 48.35% | 79.33%-31.0pp | 68.32%-20.0pp | 373.84%-325.5pp |
| Employer contribution / active EE | $12,589 | $5,247+139.9% | $4,859+159.1% | $4,755+164.8% |
| Participant deferral / active EE | $13,114 | $8,102+61.9% | $7,760+69.0% | $6,713+95.4% |
| Admin fee / account holder | $172 | $12,406-98.6% | $10,767-98.4% | $11,407-98.5% |