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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 | $80,607 | $217,432-62.9% | $185,851-56.6% | $167,553-51.9% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 11.38% | 148.43%-137.1pp | 122.11%-110.7pp | 478.89%-467.5pp |
| Employer contribution / active EE | $7,168 | $5,874+22.0% | $5,168+38.7% | $4,840+48.1% |
| Participant deferral / active EE | $11,948 | $6,357+88.0% | $5,569+114.6% | $6,343+88.4% |
| Admin fee / account holder | $237 | $19,820-98.8% | $16,245-98.5% | $12,316-98.1% |