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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 | $160,040-26.5% | $147,096-20.1% | $145,877-19.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.52% | 98.49%-88.0pp | 419.75%-409.2pp | 551.28%-540.8pp |
| Employer contribution / active EE | $3,257 | $5,289-38.4% | $4,936-34.0% | $4,663-30.2% |
| Participant deferral / active EE | $11,051 | $8,429+31.1% | $8,071+36.9% | $6,691+65.2% |
| Admin fee / account holder | $75 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |