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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 | $33,410 | $148,629-77.5% | $135,982-75.4% | $139,487-76.0% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.95% | 79.33%-56.4pp | 68.32%-45.4pp | 373.84%-350.9pp |
| Employer contribution / active EE | $12,365 | $5,247+135.7% | $4,859+154.5% | $4,755+160.1% |
| Participant deferral / active EE | $5,694 | $8,102-29.7% | $7,760-26.6% | $6,713-15.2% |
| Admin fee / account holder | $21 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |