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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 | $38,322 | $183,592-79.1% | $155,574-75.4% | $145,877-73.7% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 14.65% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $8,568 | $5,317+61.2% | $4,676+83.3% | $4,663+83.8% |
| Participant deferral / active EE | $7,901 | $6,466+22.2% | $5,629+40.4% | $6,691+18.1% |
| Admin fee / account holder | $166 | $19,316-99.1% | $15,914-99.0% | $13,402-98.8% |