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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 | $33,008 | $185,856-82.2% | $170,028-80.6% | $139,456-76.3% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 31.88% | 60.52%-28.6pp | 53.39%-21.5pp | 373.45%-341.6pp |
| Employer contribution / active EE | $8,442 | $7,593+11.2% | $6,788+24.4% | $4,753+77.6% |
| Participant deferral / active EE | $16,580 | $11,623+42.6% | $10,409+59.3% | $6,711+147.0% |
| Admin fee / account holder | $137 | $15,387-99.1% | $12,820-98.9% | $11,407-98.8% |