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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 | $55,246 | $152,619-63.8% | $125,195-55.9% | $152,909-63.9% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.5%+8.5pp |
| Annual return | 10.89% | 54.85%-44.0pp | 43.79%-32.9pp | 345.46%-334.6pp |
| Employer contribution / active EE | $9,127 | $4,947+84.5% | $3,866+136.1% | $4,764+91.6% |
| Participant deferral / active EE | $9,582 | $5,869+63.3% | $4,937+94.1% | $5,851+63.8% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |