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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 | $38,159 | $183,592-79.2% | $155,574-75.5% | $145,877-73.8% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 12.65% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $7,666 | $5,317+44.2% | $4,676+63.9% | $4,663+64.4% |
| Participant deferral / active EE | $4,308 | $6,466-33.4% | $5,629-23.5% | $6,691-35.6% |
| Admin fee / account holder | $15 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |