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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 | $92,029 | $209,422-56.1% | $178,503-48.4% | $158,982-42.1% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 19.18% | 188.81%-169.6pp | 151.12%-131.9pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,234 | $5,707-60.9% | $5,011-55.4% | $4,763-53.1% |
| Participant deferral / active EE | $7,226 | $5,955+21.3% | $5,202+38.9% | $5,983+20.8% |
| Admin fee / account holder | $4 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |