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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 | $38,937 | $175,257-77.8% | $149,717-74.0% | $139,456-72.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 12.10% | 166.70%-154.6pp | 134.41%-122.3pp | 373.45%-361.4pp |
| Employer contribution / active EE | $7,415 | $5,477+35.4% | $4,820+53.8% | $4,753+56.0% |
| Participant deferral / active EE | $4,138 | $6,521-36.5% | $5,682-27.2% | $6,711-38.3% |
| Admin fee / account holder | $255 | $16,156-98.4% | $13,213-98.1% | $11,407-97.8% |