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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 | $40,179 | $165,399-75.7% | $149,745-73.2% | $158,982-74.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 121.22% | 348.34%-227.1pp | 276.72%-155.5pp | 302.99%-181.8pp |
| Employer contribution / active EE | $11,717 | $5,105+129.5% | $4,646+152.2% | $4,763+146.0% |
| Participant deferral / active EE | $13,276 | $7,183+84.8% | $6,843+94.0% | $5,983+121.9% |
| Admin fee / account holder | $89 | $10,811-99.2% | $9,312-99.0% | $11,252-99.2% |