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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 | $101,157 | $108,882-7.1% | $96,754+4.6% | $154,746-34.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 14.27% | 98.39%-84.1pp | 82.04%-67.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $9,719 | $3,018+222.0% | $2,679+262.8% | $4,379+121.9% |
| Participant deferral / active EE | $8,014 | $5,323+50.6% | $4,758+68.4% | $6,730+19.1% |
| Admin fee / account holder | $160 | $10,200-98.4% | $8,905-98.2% | $14,365-98.9% |