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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 | $32,941 | $148,623-77.8% | $135,974-75.8% | $139,466-76.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.19% | 79.30%-67.1pp | 68.30%-56.1pp | 373.66%-361.5pp |
| Employer contribution / active EE | $8,699 | $5,246+65.8% | $4,859+79.0% | $4,754+83.0% |
| Participant deferral / active EE | $2,834 | $8,103-65.0% | $7,760-63.5% | $6,712-57.8% |
| Admin fee / account holder | $117 | $12,406-99.1% | $10,767-98.9% | $11,409-99.0% |