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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 | $23,762 | $157,296-84.9% | $141,191-83.2% | $152,897-84.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.80% | 64.34%-31.5pp | 71.41%-38.6pp | 345.43%-312.6pp |
| Employer contribution / active EE | $4,109 | $5,262-21.9% | $4,736-13.2% | $4,764-13.7% |
| Participant deferral / active EE | $8,077 | $7,111+13.6% | $6,710+20.4% | $5,851+38.0% |
| Admin fee / account holder | $177 | $12,125-98.5% | $10,264-98.3% | $11,599-98.5% |