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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 | $29,593 | $99,995-70.4% | $85,063-65.2% | $145,978-79.7% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 23.45% | 83.99%-60.5pp | 66.54%-43.1pp | 550.52%-527.1pp |
| Employer contribution / active EE | $3,491 | $3,231+8.0% | $2,727+28.0% | $4,662-25.1% |
| Participant deferral / active EE | $9,379 | $5,295+77.1% | $4,523+107.4% | $6,690+40.2% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |