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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 | $58,811 | $112,915-47.9% | $90,965-35.3% | $158,950-63.0% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 12.56% | 215.75%-203.2pp | 134.57%-122.0pp | 302.91%-290.4pp |
| Employer contribution / active EE | $6,446 | $2,894+122.7% | $2,122+203.7% | $4,762+35.4% |
| Participant deferral / active EE | $6,216 | $4,128+50.6% | $3,373+84.3% | $5,983+3.9% |
| Admin fee / account holder | $11 | $8,044-99.9% | $5,960-99.8% | $11,248-99.9% |