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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 | $112,791 | $165,399-31.8% | $149,745-24.7% | $158,982-29.1% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 16.11% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $9,027 | $5,105+76.8% | $4,646+94.3% | $4,763+89.5% |
| Participant deferral / active EE | $4,772 | $7,183-33.6% | $6,843-30.3% | $5,983-20.2% |
| Admin fee / account holder | $75 | $10,811-99.3% | $9,312-99.2% | $11,252-99.3% |