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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 | $42,276 | $107,368-60.6% | $92,915-54.5% | $152,909-72.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 72.92% | 145.64%-72.7pp | 109.45%-36.5pp | 345.46%-272.5pp |
| Employer contribution / active EE | $9,035 | $4,222+114.0% | $3,653+147.3% | $4,764+89.7% |
| Participant deferral / active EE | $5,090 | $4,848+5.0% | $4,238+20.1% | $5,851-13.0% |
| Admin fee / account holder | $105 | $7,082-98.5% | $5,796-98.2% | $11,601-99.1% |