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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 | $43,315 | $185,312-76.6% | $161,489-73.2% | $154,746-72.0% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 11.76% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $9,209 | $4,769+93.1% | $4,268+115.7% | $4,379+110.3% |
| Participant deferral / active EE | $5,636 | $6,350-11.2% | $5,630+0.1% | $6,730-16.3% |
| Admin fee / account holder | $192 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |