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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 | $31,417 | $148,623-78.9% | $135,974-76.9% | $139,466-77.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 69.34% | 79.30%-10.0pp | 68.30%+1.0pp | 373.66%-304.3pp |
| Employer contribution / active EE | $17,799 | $5,246+239.3% | $4,859+266.3% | $4,754+274.4% |
| Participant deferral / active EE | $6,968 | $8,103-14.0% | $7,760-10.2% | $6,712+3.8% |
| Admin fee / account holder | $59 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |