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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 | $90,233 | $159,978-43.6% | $147,041-38.6% | $145,978-38.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 16.01% | 98.36%-82.4pp | 419.21%-403.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $3,027 | $5,288-42.8% | $4,935-38.7% | $4,662-35.1% |
| Participant deferral / active EE | $7,109 | $8,429-15.7% | $8,071-11.9% | $6,690+6.3% |
| Admin fee / account holder | $236 | $15,053-98.4% | $13,006-98.2% | $13,400-98.2% |