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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 | $119,588 | $183,539-34.8% | $155,556-23.1% | $145,897-18.0% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 9.17% | 61.31%-52.1pp | 64.84%-55.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $9,041 | $5,315+70.1% | $4,675+93.4% | $4,663+93.9% |
| Participant deferral / active EE | $9,377 | $6,467+45.0% | $5,631+66.5% | $6,689+40.2% |
| Admin fee / account holder | $259 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |