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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 | $82,086 | $129,737-36.7% | $119,126-31.1% | $154,746-47.0% |
| Participation rate | 94.7% | 78.9%+15.9pp | 75.8%+19.0pp | 80.7%+14.0pp |
| Annual return | 27.49% | 379.08%-351.6pp | 282.11%-254.6pp | 172.34%-144.8pp |
| Employer contribution / active EE | $8,007 | $4,375+83.0% | $4,034+98.5% | $4,379+82.8% |
| Participant deferral / active EE | $5,681 | $5,842-2.8% | $5,318+6.8% | $6,730-15.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |