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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 | $39,006 | $107,368-63.7% | $92,915-58.0% | $152,909-74.5% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.5%+12.0pp |
| Annual return | 27.06% | 145.64%-118.6pp | 109.45%-82.4pp | 345.46%-318.4pp |
| Employer contribution / active EE | $7,005 | $4,222+65.9% | $3,653+91.7% | $4,764+47.0% |
| Participant deferral / active EE | $4,553 | $4,848-6.1% | $4,238+7.4% | $5,851-22.2% |
| Admin fee / account holder | $77 | $7,082-98.9% | $5,796-98.7% | $11,601-99.3% |