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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 | $89,997 | $152,619-41.0% | $125,195-28.1% | $152,909-41.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.33% | 54.85%-29.5pp | 43.79%-18.5pp | 345.46%-320.1pp |
| Employer contribution / active EE | $9,381 | $4,947+89.6% | $3,866+142.7% | $4,764+96.9% |
| Participant deferral / active EE | $9,923 | $5,869+69.1% | $4,937+101.0% | $5,851+69.6% |
| Admin fee / account holder | $161 | $13,437-98.8% | $9,704-98.3% | $11,601-98.6% |