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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 | $38,478 | $115,814-66.8% | $101,275-62.0% | $158,982-75.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 23.15% | 56.16%-33.0pp | 46.48%-23.3pp | 302.99%-279.8pp |
| Employer contribution / active EE | $10,972 | $4,176+162.8% | $3,660+199.8% | $4,763+130.4% |
| Participant deferral / active EE | $7,768 | $4,958+56.7% | $4,371+77.7% | $5,983+29.8% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |