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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 | $117,565 | $160,070-26.6% | $147,117-20.1% | $145,897-19.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.52% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $3,257 | $5,285-38.4% | $4,932-34.0% | $4,663-30.2% |
| Participant deferral / active EE | $11,051 | $8,419+31.3% | $8,065+37.0% | $6,689+65.2% |
| Admin fee / account holder | $75 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |