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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 | $166,131-52.5% | $164,975-52.1% | $145,877-45.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.27% | 100.37%-91.1pp | 70.12%-60.9pp | 551.28%-542.0pp |
| Employer contribution / active EE | $9,056 | $5,276+71.7% | $4,343+108.5% | $4,663+94.2% |
| Participant deferral / active EE | $2,826 | $6,962-59.4% | $6,033-53.2% | $6,691-57.8% |
| Admin fee / account holder | $48 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |