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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 | $19,590 | $175,259-88.8% | $149,723-86.9% | $139,487-86.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 34.05% | 166.82%-132.8pp | 134.50%-100.5pp | 373.84%-339.8pp |
| Employer contribution / active EE | $2,100 | $5,478-61.7% | $4,821-56.4% | $4,755-55.8% |
| Participant deferral / active EE | $7,377 | $6,522+13.1% | $5,682+29.8% | $6,713+9.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |