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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 | $69,250 | $160,028-56.7% | $147,080-52.9% | $145,884-52.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 15.71% | 98.60%-82.9pp | 420.17%-404.5pp | 551.85%-536.1pp |
| Employer contribution / active EE | $12,940 | $5,286+144.8% | $4,933+162.3% | $4,662+177.6% |
| Participant deferral / active EE | $9,187 | $8,422+9.1% | $8,066+13.9% | $6,690+37.3% |
| Admin fee / account holder | $277 | $15,030-98.2% | $12,989-97.9% | $13,392-97.9% |