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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 | $26,707 | $148,623-82.0% | $135,974-80.4% | $139,466-80.9% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 108.39% | 79.30%+29.1pp | 68.30%+40.1pp | 373.66%-265.3pp |
| Employer contribution / active EE | $3,601 | $5,246-31.4% | $4,859-25.9% | $4,754-24.2% |
| Participant deferral / active EE | $7,297 | $8,103-9.9% | $7,760-6.0% | $6,712+8.7% |
| Admin fee / account holder | $227 | $12,406-98.2% | $10,767-97.9% | $11,409-98.0% |