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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 | $22,552 | $93,598-75.9% | $135,974-83.4% | $75,173-70.0% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 1069.90% | 30.89%+1039.0pp | 68.30%+1001.6pp | 160.72%+909.2pp |
| Employer contribution / active EE | $4,242 | $3,538+19.9% | $4,859-12.7% | $2,671+58.8% |
| Participant deferral / active EE | $6,957 | $6,405+8.6% | $7,760-10.3% | $4,126+68.6% |
| Admin fee / account holder | $15 | $6,978-99.8% | $10,767-99.9% | $5,651-99.7% |