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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 | $69,377 | $107,368-35.4% | $92,915-25.3% | $152,909-54.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 25.09% | 145.64%-120.5pp | 109.45%-84.4pp | 345.46%-320.4pp |
| Employer contribution / active EE | $10,921 | $4,222+158.7% | $3,653+198.9% | $4,764+129.3% |
| Participant deferral / active EE | $10,198 | $4,848+110.3% | $4,238+140.6% | $5,851+74.3% |
| Admin fee / account holder | $3 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |