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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 | $39,219 | $148,623-73.6% | $135,974-71.2% | $139,466-71.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 42.18% | 79.30%-37.1pp | 68.30%-26.1pp | 373.66%-331.5pp |
| Employer contribution / active EE | $6,842 | $5,246+30.4% | $4,859+40.8% | $4,754+43.9% |
| Participant deferral / active EE | $14,938 | $8,103+84.4% | $7,760+92.5% | $6,712+122.6% |
| Admin fee / account holder | $230 | $12,406-98.1% | $10,767-97.9% | $11,409-98.0% |