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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 | $33,613 | $160,028-79.0% | $147,080-77.1% | $145,884-77.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 35.00% | 98.60%-63.6pp | 420.17%-385.2pp | 551.85%-516.9pp |
| Employer contribution / active EE | $8,820 | $5,286+66.9% | $4,933+78.8% | $4,662+89.2% |
| Participant deferral / active EE | $12,982 | $8,422+54.1% | $8,066+60.9% | $6,690+94.1% |
| Admin fee / account holder | $109 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |