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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 | $90,885 | $160,028-43.2% | $147,080-38.2% | $145,884-37.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 19.60% | 98.60%-79.0pp | 420.17%-400.6pp | 551.85%-532.2pp |
| Employer contribution / active EE | $6,813 | $5,286+28.9% | $4,933+38.1% | $4,662+46.1% |
| Participant deferral / active EE | $17,542 | $8,422+108.3% | $8,066+117.5% | $6,690+162.2% |
| Admin fee / account holder | $296 | $15,030-98.0% | $12,989-97.7% | $13,392-97.8% |