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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 | $45,154 | $148,623-69.6% | $135,974-66.8% | $139,466-67.6% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 16.53% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $7,775 | $5,246+48.2% | $4,859+60.0% | $4,754+63.6% |
| Participant deferral / active EE | $3,060 | $8,103-62.2% | $7,760-60.6% | $6,712-54.4% |
| Admin fee / account holder | $16 | $12,406-99.9% | $10,767-99.8% | $11,409-99.9% |