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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 | $16,728 | $148,623-88.7% | $135,974-87.7% | $139,466-88.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 145.22% | 79.30%+65.9pp | 68.30%+76.9pp | 373.66%-228.4pp |
| Employer contribution / active EE | $5,293 | $5,246+0.9% | $4,859+8.9% | $4,754+11.3% |
| Participant deferral / active EE | $6,883 | $8,103-15.1% | $7,760-11.3% | $6,712+2.6% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |