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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 | $29,527 | $107,363-72.5% | $92,909-68.2% | $152,897-80.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 18.69% | 145.63%-126.9pp | 109.44%-90.7pp | 345.43%-326.7pp |
| Employer contribution / active EE | $14,725 | $4,222+248.8% | $3,653+303.1% | $4,764+209.1% |
| Participant deferral / active EE | $5,598 | $4,848+15.5% | $4,238+32.1% | $5,851-4.3% |
| Admin fee / account holder | $21 | $7,082-99.7% | $5,795-99.6% | $11,599-99.8% |