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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 | $33,679 | $183,539-81.7% | $155,556-78.3% | $145,897-76.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 13.34% | 61.31%-48.0pp | 64.84%-51.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $3,035 | $5,315-42.9% | $4,675-35.1% | $4,663-34.9% |
| Participant deferral / active EE | $3,114 | $6,467-51.9% | $5,631-44.7% | $6,689-53.5% |
| Admin fee / account holder | $24 | $19,275-99.9% | $15,885-99.8% | $13,390-99.8% |