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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 | $78,982 | $166,268-52.5% | $165,100-52.2% | $145,897-45.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.27% | 100.52%-91.3pp | 70.21%-60.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $9,056 | $5,284+71.4% | $4,348+108.3% | $4,663+94.2% |
| Participant deferral / active EE | $2,826 | $6,964-59.4% | $6,035-53.2% | $6,689-57.8% |
| Admin fee / account holder | $48 | $16,659-99.7% | $12,696-99.6% | $13,390-99.6% |