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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 | $36,737 | $99,652-63.1% | $78,778-53.4% | $147,586-75.1% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.2%+24.9pp | 82.8%+11.3pp |
| Annual return | 18.18% | 47.28%-29.1pp | 35.62%-17.4pp | 578.59%-560.4pp |
| Employer contribution / active EE | $6,324 | $2,796+126.2% | $1,986+218.5% | $4,876+29.7% |
| Participant deferral / active EE | $4,302 | $3,664+17.4% | $2,958+45.4% | $5,439-20.9% |
| Admin fee / account holder | $8 | $7,155-99.9% | $5,134-99.9% | $10,886-99.9% |