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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 | $25,429 | $102,422-75.2% | $147,117-82.7% | $80,959-68.6% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 24.63% | 135.16%-110.5pp | 420.54%-395.9pp | 35.67%-11.0pp |
| Employer contribution / active EE | $4,943 | $3,717+33.0% | $4,932+0.2% | $2,757+79.3% |
| Participant deferral / active EE | $9,139 | $6,652+37.4% | $8,065+13.3% | $4,300+112.5% |
| Admin fee / account holder | $99 | $7,953-98.7% | $12,993-99.2% | $6,925-98.6% |