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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 | $25,213 | $88,585-71.5% | $69,884-63.9% | $134,532-81.3% |
| Participation rate | 70.0% | 74.9%-4.9pp | 70.5%-0.5pp | 81.2%-11.2pp |
| Annual return | 31.60% | 442.80%-411.2pp | 190.81%-159.2pp | 418.27%-386.7pp |
| Employer contribution / active EE | $3,663 | $3,235+13.2% | $2,560+43.1% | $4,741-22.7% |
| Participant deferral / active EE | $7,972 | $4,770+67.1% | $3,848+107.2% | $6,401+24.5% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |