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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 | $69,500 | $81,208-14.4% | $98,920-29.7% | $79,856-13.0% |
| Participation rate | 94.9% | 72.5%+22.4pp | 76.0%+18.8pp | 69.6%+25.2pp |
| Annual return | 20.31% | 60.99%-40.7pp | 196.47%-176.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,378 | $1,960+123.4% | $2,689+62.8% | $2,471+77.2% |
| Participant deferral / active EE | $5,002 | $3,265+53.2% | $4,245+17.8% | $3,741+33.7% |
| Admin fee / account holder | $262 | $6,013-95.7% | $6,643-96.1% | $5,306-95.1% |