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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 | $92,537 | $226,135-59.1% | $182,558-49.3% | $152,909-39.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 23.44% | 192.60%-169.2pp | 148.59%-125.2pp | 345.46%-322.0pp |
| Employer contribution / active EE | $10,634 | $4,979+113.6% | $4,076+160.9% | $4,764+123.2% |
| Participant deferral / active EE | $9,568 | $6,371+50.2% | $5,526+73.1% | $5,851+63.5% |
| Admin fee / account holder | $263 | $10,707-97.5% | $8,594-96.9% | $11,601-97.7% |