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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 | $118,096 | $209,422-43.6% | $178,503-33.8% | $158,982-25.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 19.38% | 188.81%-169.4pp | 151.12%-131.7pp | 302.99%-283.6pp |
| Employer contribution / active EE | $9,332 | $5,707+63.5% | $5,011+86.2% | $4,763+95.9% |
| Participant deferral / active EE | $5,200 | $5,955-12.7% | $5,2020% | $5,983-13.1% |
| Admin fee / account holder | $47 | $17,079-99.7% | $13,987-99.7% | $11,252-99.6% |