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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 | $24,209 | $148,623-83.7% | $135,974-82.2% | $139,466-82.6% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 41.31% | 79.30%-38.0pp | 68.30%-27.0pp | 373.66%-332.4pp |
| Employer contribution / active EE | $2,739 | $5,246-47.8% | $4,859-43.6% | $4,754-42.4% |
| Participant deferral / active EE | $9,431 | $8,103+16.4% | $7,760+21.5% | $6,712+40.5% |
| Admin fee / account holder | $147 | $12,406-98.8% | $10,767-98.6% | $11,409-98.7% |