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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 | $90,351 | $175,259-48.4% | $149,723-39.7% | $139,487-35.2% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 29.11% | 166.82%-137.7pp | 134.50%-105.4pp | 373.84%-344.7pp |
| Employer contribution / active EE | $9,351 | $5,478+70.7% | $4,821+94.0% | $4,755+96.7% |
| Participant deferral / active EE | $5,128 | $6,522-21.4% | $5,682-9.7% | $6,713-23.6% |
| Admin fee / account holder | $58 | $16,158-99.6% | $13,215-99.6% | $11,407-99.5% |