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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 | $36,720 | $185,905-80.2% | $170,057-78.4% | $139,487-73.7% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 43.76% | 60.56%-16.8pp | 53.42%-9.7pp | 373.84%-330.1pp |
| Employer contribution / active EE | $8,349 | $7,597+9.9% | $6,790+23.0% | $4,755+75.6% |
| Participant deferral / active EE | $15,534 | $11,627+33.6% | $10,411+49.2% | $6,713+131.4% |
| Admin fee / account holder | $136 | $15,397-99.1% | $12,826-98.9% | $11,407-98.8% |