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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 | $11,439 | $85,030-86.5% | $70,525-83.8% | $139,427-91.8% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.4%+3.1pp | 80.3%-8.9pp |
| Annual return | 74.62% | 30.35%+44.3pp | 32.76%+41.9pp | 373.27%-298.6pp |
| Employer contribution / active EE | $2,933 | $3,909-25.0% | $2,974-1.4% | $4,752-38.3% |
| Participant deferral / active EE | $4,834 | $5,891-17.9% | $4,567+5.8% | $6,711-28.0% |
| Admin fee / account holder | $57 | $8,908-99.4% | $6,413-99.1% | $11,404-99.5% |