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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 | $36,097 | $107,353-66.4% | $92,903-61.1% | $152,885-76.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 31.33% | 145.62%-114.3pp | 109.43%-78.1pp | 345.39%-314.1pp |
| Employer contribution / active EE | $3,480 | $4,222-17.6% | $3,653-4.7% | $4,763-26.9% |
| Participant deferral / active EE | $9,640 | $4,848+98.9% | $4,238+127.5% | $5,851+64.8% |
| Admin fee / account holder | $14 | $7,081-99.8% | $5,795-99.8% | $11,598-99.9% |