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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 | $114,430 | $176,077-35.0% | $159,455-28.2% | $167,518-31.7% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 17.23% | 331.83%-314.6pp | 263.63%-246.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $9,442 | $5,298+78.2% | $4,830+95.5% | $4,838+95.2% |
| Participant deferral / active EE | $4,847 | $7,751-37.5% | $7,353-34.1% | $6,342-23.6% |
| Admin fee / account holder | $231 | $12,556-98.2% | $10,800-97.9% | $12,312-98.1% |