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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 | $98,698 | $183,516-46.2% | $155,534-36.5% | $145,884-32.3% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 14.73% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $8,333 | $5,315+56.8% | $4,675+78.3% | $4,662+78.7% |
| Participant deferral / active EE | $7,316 | $6,467+13.1% | $5,630+29.9% | $6,690+9.4% |
| Admin fee / account holder | $35 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |